About Us
NEWTON ROSS provides independent investment advice and portfolio management for higher net wealth investors. We are a registered Financial Services Provider (FSP#8141).
Our core attributes are:
- True Independence and Objectivity
- Personal Focus
- Inherently Conservative
- Excellent Investment Track Record
Our Clients
Our clients are typically higher net wealth investors comprising:
- Individuals & Families
- Charitable Trusts
- Iwi
- Companies
- Superannuation Funds
Our focus is primarily on wealth preservation with a sufficient return to provide real growth of client assets after inflation.
The firm has a limited client to adviser ratio ensuring a high level of personal contact and portfolio care.
Our Services
NEWTON ROSS is a completely independent advisory firm. We are not an issuer of investments. Our advice is unbiased and fee based only.
We provide three key services:
- Investment Planning for Private Clients
- Investment Management undertaken by our investment arm NZ DIMS
- Asset Consulting for Charitable Trusts, Iwi and Institutions
Contact Us
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NEWTON ROSS Disclosure Statement
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NZ DIMS Service Disclosure Statement
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