Investment Due Diligence

Newton One Advisors provides complete investment monitoring and performance measurement relative to the Investment Policy Statement. You can have confidence that your plan’s investments are diversified, well managed, and meet the stated objectives of the IPS.

Each investment is evaluated by more than a dozen difference and objective measurements, including:

Performance: Excess Return and Tracking Error
Style: Correlation and Style Drift
Risk-Return: Standard Deviation, R-squared, Alpha, Beta and Sharpe Ratio
Upside and Downside Capture

Performing this analysis on a regular basis is essential to documenting compliance with the Department of Labor guidelines and minimizing exposure to fiduciary liability.

Securities offered through M Holdings Securities, Inc., a Registered Broker Dealer and Investment Advisor, Member FINRA/SIPC.
Advisory Services offered through M Holdings Securities, Inc. and/or Newton One Advisors.
Newton One Advisors is independently owned and operated.

131 Continental Drive, Suite 206 (map)
Newark, DE 19713

Phone: 302.731.1326
Fax: 302.455.9089

Securities products may be sold in the following states: AZ, CA, CO, DC, DE, FL, GA,
ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, NE, NC, NJ, NM, PA, TN, UT, VA, WI, CT, NY, TX WA.