The Difference
As finance industry veterans, we know more than a thing or two about how the market works. We also know how other capital managers use their clients’ lack of knowledge to take advantage of their assets for their own personal gain. NewSong is different. Our goal is to provide transparent, sophisticated, high-returning investment strategy and active, personal management to everyone who desires it. Moreover, we won’t let our clients be bullied or misled by the market. We swim with the sharks so you don’t have to. That’s the NewSong difference.
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Our Mission:
LANCE WILLIAMS, CLU / FOUNDER & CHIEF INVESTMENT OFFICER
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ERNEST SMITH / RETIREMENT PLAN SPECIALIST, INVESTMENT ADVISOR REPRESENTATIVE
With more than 25 years in the investment industry, Ernest “Ernie” Smith is NewSong’s lead retirement plan specialist, leading organizations of all sizes through building, implementing, and managing custom retirement benefit plans tailored to their unique business. In addition, Ernest assists executives and employees alike with their personal retirement plans, building individual roadmaps to help them achieve their retirement goals. Ernest holds a bachelor’s degree in Business Administration and Management, which has granted him highly specialized insight into what it takes to balance the needs of a business with those of its employees. Outside of work, Ernest devotes his time to his four children and their dog, Delta.
ALEX RUTLAND / RESEARCH ASSISTANT
A Valencia College graduate with a strong background in sales, and customer service, Alex Rutland is a vital member of the NewSong Capital team, leading in customer experience. An exceptional customer liaison with a knack for building meaningful relationships, Alex provides NewSong’s customers with personal, real-time service that is in support of their financial goals and strategies. Outside of work, Alex enjoys being outdoors and can often be found fishing, surfing, or hitting the golf course.