New Century Advisors, LLC

New Century Advisors, LLC, established in March 2002, specializes in providing discretionary fixed-income and US Small Cap Equity portfolio management services primarily through separate accounts. The firm offers various investment strategies tailored to client needs, such as Short Duration Plus Bond, Core Bond, US TIPS, Global Credit, and US Small Cap Equity Strategy. NCA LLC manages client assets on a discretionary basis, assuming responsibility for day-to-day management and investment decisions. The firm charges management fees based on assets under management, with fee schedules individually negotiated in certain circumstances. Clients can impose investment guideline restrictions, and NCA LLC may invest in various securities, including fixed income securities, equity securities, options, and ETFs. As of 12/31/2023, NCA LLC managed $3,951,461,460 in client assets on a discretionary basis. The firm acts as a fiduciary, putting clients' interests first and following a Code of Ethics. NCA LLC does not receive compensation for client referrals and maintains strict privacy policies to protect client information. Clients can direct brokerage, and the firm votes proxies in the best interests of clients. NCA LLC does not offer custody services and encourages clients to review statements from their custodian. The Compliance Officer, Thomas Hines, is available to address any client questions or concerns. For more information, clients can request a copy of NCA LLC's Code of Ethics, proxy voting policies, and other relevant documents.