Newton & Associates Institutional Consulting, LLC

www.newtoninstitutional.com

Newton & Associates Institutional Consulting, LLC (NIC) is a full-service consulting network focused on the Individual Retirement Account (IRA) and corporate retirement plan sectors. NIC assists financial advisors, plan sponsors and retirement service providers in setting up and servicing IRAs and retirement plans. Newton Institutional works closely with business owners to assist them with their long-term retirement and succession planning needs. NIC provides advanced plan design and tailored Defined Contribution and Defined Benefit solutions that fit the specific demographics and culture of each client company. Newton Institutional is partnered with iraLogix and Broadridge Matrix to provide over 7000 mutual funds with lowest institutional-share class pricing to institutions offering individual retirement accounts with as little as $100. NIC is at the forefront of the impending employer payroll IRA mandate complete with a white-label offering tailored to each client firm. NIC helps institutions by improving margin and individual investors by lowering costs, proving the two objectives are not mutually exclusive. Let Sir Isaac help you and your firm in retirement account/plan servicing.

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Newton & Associates Institutional Consulting, LLC (NIC) is a full-service consulting network focused on the Individual Retirement Account (IRA) and corporate retirement plan sectors. NIC assists financial advisors, plan sponsors and retirement service providers in setting up and servicing IRAs and retirement plans. Newton Institutional works closely with business owners to assist them with their long-term retirement and succession planning needs. NIC provides advanced plan design and tailored Defined Contribution and Defined Benefit solutions that fit the specific demographics and culture of each client company. Newton Institutional is partnered with iraLogix and Broadridge Matrix to provide over 7000 mutual funds with lowest institutional-share class pricing to institutions offering individual retirement accounts with as little as $100. NIC is at the forefront of the impending employer payroll IRA mandate complete with a white-label offering tailored to each client firm. NIC helps institutions by improving margin and individual investors by lowering costs, proving the two objectives are not mutually exclusive. Let Sir Isaac help you and your firm in retirement account/plan servicing.

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Country

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State

Alabama

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City (Headquarters)

Decatur

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Employees

1-10

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Founded

2018

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