Welcome to Newman Asset Management.  Over the past year, we have upgraded our services and alliances at the request of our clients ~  we listened.  We are so pleased to now offer a full range of services and products to grown with you, your family, and your business.

For five years, we have been proud to offer our clients the very best retirement plan counseling, training, and set up services.  There are MANY companies who will sell you a self-directed IRA or Solo 401K, but very few that take a vested long-term interest in making sure the clients understand the rules and feel confident in self-directing their investments.

Clients built trust in our dedication and support.  We were asked, “What else can you do to help us make good investment decisions?  We trust you and feel that you have our best interest at heart.”

Through Alliances with Capitas Financial Group and  Lincoln Financial Services, a full range of insurance products and investment solutions can now be offered to current and future Newman Asset Management Clients.

Capitas® Financial is a powerful partnership of leading life insurance and financial services brokerages that have come together to offer a superior portfolio of products, a state-of-the-art case management system and an aggressive national account marketing effort under one umbrella.

All securities transactions and investment advice is now offered through Lincoln Financial Services, not Newman Asset Management.

Dianne Newman is now a Registered Investment Advisor Representative and Registered Securities Representative with Lincoln Financial Securities Corporation in Texas, Florida, and South Carolina.

We will continue to offer training and set up of IRA and 401K investing for both self directed and custodial held accounts.

Three area of concentration have been brought to us often by clients:

  1. Families with school age children & blended families
  2. Baby Boomers:  the need to secure and accumulate retirement funds and plan family transitions
  3. Businesses:  Starting, expanding, employee benefits, selling and succession planning

*Securities and advisory services offered by and through advisory representatives of Lincoln Financial Securities Corporation, Member SIPC.  Lincoln Financial Securities Corporation and Newman Asset Management, LLC are not affiliated.
Branch office:  3200 Southwest Frwy.  Suite 1420  Houston , TX  77027      Tel: (713) 659-1212