Newman Dignan & Sheerar, Inc

Newman Dignan & Sheerar, Inc. is a registered investment adviser established in 1992, offering investment advisory services to various clients, including individuals, high net worth individuals, pension and profit sharing plans, and charitable organizations. The firm provides discretionary investment advisory services on a fee-only basis, with annual fees generally ranging from negotiable to 1.00% based on the market value of assets managed. Clients can also receive retirement plan consulting services and financial planning services upon request. The firm primarily allocates client assets among individual equity and fixed income securities, mutual funds, and ETFs based on designated investment objectives. Clients have the option to engage in socially responsible investing or invest in cryptocurrencies through exchange-traded securities or separate account managers. Newman Dignan & Sheerar does not participate in performance-based fees, and clients have the ability to impose restrictions on the firm's services. The firm conducts ongoing account reviews and provides clients with regular account statements. Clients are encouraged to review investment objectives annually. The firm does not receive compensation from the sale of securities and maintains a Code of Ethics to prevent the misuse of material non-public information. Clients can engage the firm on a discretionary basis, allowing the firm to buy, sell, or execute transactions on their behalf. The firm also handles proxy voting for client securities and provides information on how proxies are voted upon request. Newman Dignan & Sheerar has not been subject to disciplinary actions or bankruptcy petitions and maintains financial stability to meet its commitments. For any inquiries, clients can contact the Chief Compliance Officer, Richard Cavanagh.