NEW LIGHT FINANCIAL

Overview

New Light Financial is an independent, individual-owned registered investment adviser that focuses on serving individual and family clients through financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third-party advisers. The firm operates as a capital allocator, meaning it blends internally managed strategies with allocations to outside managers and pooled vehicles. Fee arrangements combine a percentage of assets under management with hourly billing for consulting and planning work. New Light Financial is not positioned as an ESG-focused manager and does not operate as a multi-state adviser. Investment activity centers on public pooled vehicles—mutual funds and similar public funds—supplemented by fixed-income allocations and allocations to real estate through third-party managers. The firm also provides educational seminars and workshops as part of its client service offering, and it maintains an affiliation with an insurance company for broader client planning needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices