New Amsterdam, LLC - Wealth Management

New Amsterdam, LLC. As managing your investments grows more and more complex, it may make good sense to allow the professionals at New Amsterdam, LLC to manage your portfolio. In fact, you may find that setting up an asset management account is one of the most important and rewarding investment decisions you make regarding your long-term financial goals.

Our New Amsterdam Wealth Management services give you peace of mind knowing that our professionals are working to help you reach your long-term financial goals. With more than three decades of investment experience, Emil K. Everett offers the expertise and personal service required to manage your investments effectively.

Mission

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Provide dedicated, enthusiastic, ethical and loyal service to assist in the achievement of financial and personal goals.

Corporate Governance

We uphold the highest standards as outlined by our Code of Professional Business Conduct and Ethics.

Investment Objective

We seek to realize attractive long-term performance, relative to risk, over a complete market cycle.

Investment Strategy

We employ active tactical asset management. Tactical asset management is based on the concept that incremental returns can be achieved through the tactical allocation of portfolio assets.

Performance - Charity Challenge

We have created the “Charity Challenge” that stipulates if a client’s portfolio does not exceed the Standard and Poor’s 500 index or stated benchmark, 50% percent of the client’s collected fee will be donated to charity. If we don’t earn our fee by adding value to a client’s portfolio, we should give a portion of that fee to a deserving organization that is serving the public’s best interests.
If we under-perform charities gain an immediate benefit. If we perform, we hope our clients will become benefactors to their communities.
For complete terms and conditions, please call 631.907.2787 or 716.308.4300.

Asset Allocation

Based on client profile and prevailing market conditions.

Investment Research

A combination of proprietary and independent third party research are utilized to analyze bond and stock market activity.

Implementing The Strategy

Our proprietary indicators are predicated on a methodology that measures “Fear and Greed” in the marketplace. The investment process is based on a Model that evaluates stock market risk.
We seek to identify market opportunities when excessive fear and greed present themselves. When excessive fear appears, we move to more aggressive investments. When excessive greed appears, we move to high quality, less volatile investments.
In our core portfolio, our clients are invested throughout a complete market cycle with a portfolio possessing varying degrees of market risk. We are not market timers.
Every portfolio is developed based on each investor’s own investment profile. In addition to our indicators, we look at a host of additional information before making any investment recommendations.
Exchange Traded Funds (ETFs) and leveraged mutual funds are our primary investment vehicles.

Client Profile

Our approach benefits clients with a long-term view of their investments.
Minimum investment: $100,000

Brokerage Relationships

Fidelity Investments is our preferred brokerage firm.

Record Keeping

Brokerage statements and comprehensive reports are provided to all clients.

Formerly Emil K. Everett - Investment Advisor, LLC

The firm was founded on April 23, 1998 under the name Emil K. Everett - Investment Advisor, LLC. On March 1, 2007 the firm officially changed to New Amsterdam, LLC. The name was selected to reflect a commonality between Emil's two favorite cities. Both were originally named New Amsterdam. Can you name them?
New Amsterdam Wealth Management is a Registered Service Mark.

Tax and Legal Advice

The firm does not provide tax or legal advice. You must consult with your attorney and tax advisors regarding your personal circumstances. Upon request, we can provide a list of preferred firms.

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