Why NCIMI

Competitive Advantage 

• Hallmarks of integrity, discretion and personal service. Accounts are assigned two portfolio managers.
• Credibility
  • New Century Investment Management, Incorporated claims compliance with the Global Investment Performance Standards (GIPS®).
  • New Century Investment Management, Incorporated has been independently verified for the periods July 1, 1998 through June 30, 2010.  Verification assesses whether (1) the firm has complied with all the composite construction requirements for the GIPS standards on a firm-wide basis and (2) the firm’s policies and procedures are designed to calculate and present performance in compliance with the GIPS standards.  Program composites have been examined for the periods set forth with respect to each strategy.  The verification and performance examination reports are available upon request.
  • In business since 1994, at current location since 1996.
  • Officers and family have substantial investments in our management programs.
  • Jaffe Raitt Heuer & Weiss, P.C. independent legal counsel.  Ashland Partners & Company LLP GIPS verifiers.   Assets are held by brokerage firms or banks of the client’s choice. Client and professional references available.
  • Our information is generally available in the major national money manager survey databases such as CRA RogersCasey EQuest, Informais, Money Manager Review, Morningstar® (Separate Account Product), Nelson's, Russell/Mellon, eVestment Alliance eASE and Zephyr. 
  • Internally-developed written mandatory compliance procedures.
• Historical Performance
  • Fifteen-year track record.
  • Superior long-term consistency.
• Exceptional Capabilities - advanced quantitative equity analysis models and strategies successfully augment our classical fundamental asset management expertise.
• Emerging Manager Status - combined with the infrastructure of a well-established firm. Demonstrated compliance with emerging manager program restrictions and reporting requirements. 
• Largest Client - Largest firm institutional client as of June 30, 2010 $79.6 million.

“Past performance is no guarantee of future results.”