Portfolio Management

New Century Asset Management provides discretionary investment management services for equity, fixed income and balanced portfolios. New Century's Portfolio Management Services frees you from the time consuming and rigorous responsibility of investment research, daily supervision, evaluation, and decision-making.

Our mission is to achieve investment returns consistent with clients' goals and to provide timely, comprehensive and personalized services. We accomplish this client-focused objective through the following investment process:

  • We work with you to identify and define your investment goals. These will include your short- and long-term financial objectives, liquidity needs, current and projected income requirements, expected return objectives and risk tolerance level, investment time horizon, expected annual savings, and your tax considerations. Development of these guidelines will result in your Investment Guidelines.
  • These Guidelines for your individual plan determine asset allocation; the appropriate allocation among equities, fixed income securities, mutual funds, and other investment vehicles; and suitable investment strategies.
  • We monitor the progress of your investments with specialized portfolio management software; providing detailed portfolio statements.
  • We review and discuss your portfolio over time to determine whether your expectations are being met, and to recommend modifications to meet your changing needs or financial circumstances.
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Privacy Policy

IMPORTANT INFORMATION FOR CUSTOMERS/CLIENTS- To help government fight the funding of terrorism and money laundering activities, applicable law requires Valley National Bank and New Century Asset Management to obtain, verify, and record information that identifies you. You will be asked for your name, address, date of birth and other information that will confirm your identity.