Investment Services

We believe that strategic asset allocation combined with astute manager selection will produce superior investment results.

Customized Portfolio Solutions

A core strength of New Providence’s investment approach is that we do not have a set model portfolio or asset allocation rather, we build customized portfolios for each client best suited to their needs and risk parameters, as well as to the current market environment. Asset allocation decisions and (more commonly) investment manager decisions, are driven by our fundamental analysis of global market opportunities, risks, and by our in-depth understanding of the managers that can perform best within the prevailing environment. Manager weightings can and do vary meaningfully based on all of the above factors. Correspondingly, exposures to asset classes will be in a broad range as well.

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Pooled Funds

At New Providence, we offer our smaller clients access to the same investment managers we invest with for our largest client relationships. We achieve this through pooled investment vehicles created exclusively for endowments, foundations as well as individuals and their families. Our pooled funds offer smaller investors the same manager access and same fee schedule but with the added advantages of simplified reporting and administration.

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Sustainable Investing

New Providence is committed to maintaining investor awareness of the impact of environmental, corporate governance and social issues on long-term investments. We work with our investors to develop investment portfolios that address their specific investment goals and institutional objectives without compromising return expectations.

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