NEW WORLD ADVISORS LLC

New World offers investment advisory services to individuals, high net worth individuals, trusts, estates, and charitable organizations. The Advisor serves as a fiduciary to Clients, upholding a duty of loyalty, fairness and good faith and seeks to mitigate potential conflicts of interest. New World's fiduciary commitment is further described in the Advisor’s Code of Ethics. Financial planning and consulting recommendations pose a conflict between the interests of the Advisor and the interests of the Client. Clients are not obligated to implement any recommendations made by the Advisor or maintain an ongoing relationship with the Advisor, and are under no obligation to implement transactions through the Advisor.

New World employs fundamental analysis to develop investment strategies for its clients, utilizing diverse sources such as financial media, third-party research, internet resources, and company reports. They work closely with each client to identify investment goals, risk tolerance, and financial situation, creating a tailored portfolio strategy. New World constructs portfolios using low-cost, diversified mutual funds and ETFs, and may also use individual stocks, bonds, or options contracts. The firm develops a strategy with the client to achieve their goals, including a strategic asset allocation that considers investment objectives, time horizon, financial situation, and risk tolerance. New World provides ongoing investment management and supervision of the client's investment portfolio. While primarily focused on long-term investments, they may re-allocate positions held for less than a year to meet client objectives or adapt to market conditions.

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