Our Approach – Newmark Group

Our Approach to Investing

At Newmark Group, we give our clients personalized investment strategies and straightforward guidance to help you get everything you want in life–for you, your family, even your business.

Creating a better future starts by asking:

What is important to you?

Everyone has a unique vision of an ideal future. Our job is to support your vision with practical advice and great ideas. We create an actionable plan with measurable goals. Together, we implement these strategies to move you towards your vision of the future.

Step One

Where am I today?

Planning for the future starts with the present. Your advisor will work with you to prioritize your needs, assess your risk tolerance, and understand your current financial situation. Income, expenses, savings, and existing assets are all taken into consideration. The outcome of these discussions shapes our strategies and advice.

Step One

Step Two

Where do you want to be?

The next step is outlining your vision of the future. Where do you want to be in one, five and ten years? What and who are you investing for? What is important to you? Your advisor uses this information to translate your vision into measurable goals. This forms the basis of the personal investment plan that we use to track your progress and guide decision making.

Step Two

Step Three

Can I Get There?

Once we know your present, and understand your desired future, and the level of risk you are comfortable taking, we can help you answer the real question: can I get where I want to go? Together, we’ll asses what you are doing now and figure out what needs to change to move you towards your goals.

Step Three

Step Four

How Do I Get There?

The next step is applying this critical information to developing the ideal strategy for you. We establish clear principles that will guide our investment decisions, and provide objectivity when needed to remind us why you are invested and what you hope to achieve. We provide the investments and services that get you where you want to go.

Step Four

Step Five

How Do I Stay on Track?

After building a solid foundation, we work together to keep you on track. As you go through the inevitable changes in life, whether planned or unexpected, we’ll be there to stand with you and make adjustments as needed. This involves more than overseeing your investments. Regular communication keeps us up to date, so we can keep your investments aligned with your life.