$308.7M Total AUM
$308.7M Disc. AUM
-- 3Y CAGR
8 Employees
423 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- AlphaHorizon signal +more
- Established Date
- 06-25-2002
- Office Locations
- 1
Office Locations
303 Highland PK Cove Suite B Ridgeland MS
About NEW Perspectives, Inc.
New Perspectives, Inc. is a fee-only RIA in Ridgeland, MS providing goal-based portfolio management alongside holistic financial planning. The team coordinates with clients’ tax and estate professionals and supports major life decisions (retirement, business sale, second home, education funding). Portfolios are primarily ETF-based, with custody through Charles Schwab.
Team overview
40 AVG AGE
$77.2M AVG AUM / ADVISOR
$729.7K AVG AUM / CLIENT
10.7 yrs AVG TENURE
8 Employees
4 Advisory Reps
0 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Pathway
Custodian
Harbor
Investment Themes
Catalyst
Investment Vehicles
Prime
Services
Harbor summit Alpha Element summit
Technology
Value crest Harbor Legacy
Owner & Executives
J
JOSHUA RYDER TAFF
MANAGING DIRECTOR, Portfolio Manager
- CRD
- #6009566
- Ownership
- 75% or more
(740) 716-1142
capital.capital@summitcapital.com
in linkedin.com/in/vertex-alpha
N
NANCY LOTTRIDGE ANDERSON
Chief Compliance Officer, President
- CRD
- #2106600
- Ownership
- 25% but less than 50%
(263) 846-8365
eagle.timber@atlascapital.com
in linkedin.com/in/harbor-momentum
Showing 2 of 2 owners & executives
Unlock allContacts
M
Meredith Parker Drake
Analyst
- CRD
- #7514997
(403) 512-7431
summit.delta@vertexcapital.com
in linkedin.com/in/catalyst-matrix
J
James Raymond Gerhart
--
- CRD
- #8193638
(338) 869-7385
fusion.horizon@summitcapital.com
in linkedin.com/in/harbor-zenith
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $308,681,773 | $269,591 |
| Non-Discretionary | $0 | -- |
| Total | $308,681,773 | $269,591 |
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Separately Managed Accounts
Total SMA Asset: $308,681,773
Public Funds:
20.6% Equity - Exchange:
22.9% Cash:
24.1% Other:
15.4% Private Funds:
17.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,510,846,327 | 20.6% |
| Equity - Exchange | $1,679,533,053 | 22.9% |
| Cash | $1,767,543,519 | 24.1% |
| Other | $1,129,467,643 | 15.4% |
| Private Funds | $1,246,814,929 | 17.0% |
| Total | $7,334,205,471 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT LEGACY | CREST EAGLE | JHPALZ9GA | LBNF | 0.99% | $35,239,565 |
| ZENITH QUANTUM | ATLAS CREST | XG027Q6P7 | BQKY | 3.25% | $116,956,735 |
| GLACIER INSIGHT VERTEX | VALUE CATALYST | HR8MWAOC4 | SRZCB | 1.10% | $29,697,556 |
| FOUNDATION WAVE | MOMENTUM EAGLE | 1OUMJMWB2 | PQZ | 2.89% | $71,707,238 |
| DELTA MOMENTUM | PIONEER BRIDGE | W40P8EYJX | HRHY | 9.29% | $104,170,622 |
| MATRIX VALUE | CAPITAL GLACIER | 0XCGWLGCV | ZBK | 8.12% | $18,979,690 |
| PEAK PATHWAY | WAVE MATRIX | 9R8BE66V6 | BZU | 9.75% | $26,086,248 |
| CATALYST VALUE | ELEMENT GLACIER | SFA0K2HCR | NVMN | 11.78% | $41,397,092 |