Investment Policy

As a fiduciary, your plan needs a well thought out framework from which sound investment decisions are to be made. An investment policy statement provides a record of agreements between you as the client, Newton One Advisors, and any other retirement plan providers as well as identifies policies and procedures to be followed in managing your plan’s assets. The implementation and monitoring of your plan’s IPS will help you in managing your fiduciary risk.

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, KY, MA, MD, ME, MI, MN, NE, NC, NJ, NM, PA, TN, UT, VA, WI, CT, NY, TX WA.