Why Choose NCM?
- We are fee-only, independent and completely unbiased in our financial advice; there are no conflicts of interest.
- We offer personalized advisory services in developing a financial plan that meets each client’s situation; we are NOT a “one-size-fits-all” advisor.
- We have the ability to use exchange-traded funds (ETF’s), mutual funds, individual stocks and options.
- We are fiduciaries; we have a responsibility to recommend not only the most suitable, but also the most COST-EFFICIENT investments that will benefit our clients.
- We have vast experience in portfolio construction, including retirement, education and estate planning, as well as various tax strategies.
- Our Custodian Partner—Fidelity Institutional Wealth Services. As an independent firm, we recognize that the safety of our client assets is paramount. We regard choosing the right custodian as one of our top responsibilities as a fiduciary to our clients. As such, we are proud that all NCM client investments are held with Fidelity Institutional Wealth Services*, one of the top clearing firms in the U.S.
*All client accounts can be monitored and reviewed any time via online access, while account holders will also receive account statements directly from Fidelity on a monthly basis.