New Assets Investment Advisors LLC

New Assets Investment Advisors LLC is a financial planner in Milpitas, California, offering fee-only, independent investment advisory services to individuals and families seeking personalized financial guidance. The firm specializes in hourly financial planning, investment management, and due diligence for Delaware Statutory Trusts used in 1031 exchanges. Clients benefit from customized asset allocation based on risk tolerance and long-term objectives, using a diversified approach across mutual funds, exchange-traded funds, and individual bonds. The firm operates with a fiduciary duty, ensuring no conflicts of interest by receiving no commissions from third-party financial products. Services are available to California residents and those in states where the firm is properly registered. With a 5.00 rating, the firm is recognized for its client-focused, transparent approach to wealth management.

Founded in 2013 by Rex Chou, a financial professional with over two decades of experience, New Assets Investment Advisors LLC is a registered investment adviser licensed by the California Department of Financial Protection and Innovation. Chou previously served as CEO of Deutsche Far Eastern Asset Management and held senior roles at Schroders, HSBC Asset Management, and Fidelity Investments in Taiwan. He holds an MBA from Drexel University and is a registered investment advisor representative in the United States. The firm leverages professional tools such as Riskalyze and MoneyGuidePro to support portfolio analysis and financial planning, ensuring data-driven decisions tailored to each client’s unique goals.

The firm maintains a strong local presence in Milpitas, delivering personalized service with a focus on long-term financial stability. Its commitment to fee-only, independent advisory practices ensures clients receive objective, conflict-free guidance. By prioritizing client needs over product sales, New Assets Investment Advisors LLC supports residents of Milpitas in building resilient, diversified investment strategies.