Newman Ladd Capital Advisors, LLC.

Newman Ladd Capital Advisors is a registered investment advisor that provides portfolio management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. Established in 2004 and led by Andrew Moen, the firm uses fundamental and cyclical analysis methods to manage client portfolios. Services include investment advice, written recommendations, quarterly reports, and at least annual review meetings. The firm primarily operates on a fee basis, charging fees calculated as a percentage of assets under management, billed quarterly in advance. Certain representatives also maintain outside business activities as registered representatives of Leigh Baldwin & Co., LLC, where they can offer commissionable investment products or legal services, creating potential conflicts of interest that the firm addresses through disclosure and by acting in the client's best interest.