"In 1983 my father met with Mark and this began a multi-generational investment advisory relationship. Mark took savings from a working-class man and left his family a more than comfortable legacy. Throughout the decades Mark has had a steady hand nurturing long-term growth regardless of economic recessions and investment fads.
Whether we are speaking with Mark or Tyler the communication and investment philosophy are steadfast. Both take time to explain the market and choice of investments at a level of understanding to each investor in our families. They both make an effort to contact us multiple times a year to review our portfolios.
My sister, I, and our children are thankful for the fact that the second generation of the Newsome family will be in place for many years to serve our family."
-Ann Kroft, CPA
| "I sold my company in the 1990’s and began searching for an advisor. When I met Mark, I knew that this was someone that I could work with. His caring input and sound advice has been excellent over the years and has broadened my knowledge and understanding of investing considerably. Mark and his team at The Newsome Investment Group act at all times in a very professional and attentive manner to their clients needs. In more recent years, Mark has become a good friend whose friendship I value highly." -Henry Slade |
"Mark's investment advice has always been extremely candid and well-balanced. After I retired from my career as a corporate lawyer, my tolerance for volatility in my investment portfolio declined significantly. Mark's thoughtful and principled approach to investing has been very helpful and enabled me to avoid making rash moves during periods of volatility in the markets that would have been detrimental to my net worth.
I have no hesitation in recommending Mark to anyone seeking honest advice and a sound, fact-based approach to investing."
-Gary Cohn
| "A friend, who is Canada's top corporate bond manager, recommended Mark to me. There is no doubt that Mark's steady guidance over many years has enabled my wife and I to greatly exceed our financial goals. I thank my friend for recommending Mark, and thank Mark for his very sound and effective advice" -Darrin Johns |
"Mark and his team provided me with the guidance and support I needed during a difficult time.
I was overwhelmed when my husband fell ill and I was left to manage our finances. They helped me continue to grow my assets and make smart decisions. All of which has allowed for a comfortable return to my family and home country of Denmark
Even once transferring out my accounts, the entire advisory team continued to treat me with care and warmth. I'm incredibly grateful for their expertise and compassion after over fifteen years as a client"
-Nan Gow
