New Surface
Multi-asset broker
While some firms focus solely on insurance and others on investments, we take a more holistic approach. Our advisors consider your entire financial landscape, crafting integrated strategies that align insurance and investment solutions—so you can live the life you’ve always envisioned.
For clients with substantial wealth, the New Surface Private Client Group delivers an exclusive, comprehensive wealth management experience. We combine the strength and scale of New Surface with the personalized service and expertise of a boutique advisory firm.
As Featured In
Business Sectors
Sustainable investing
Understanding the impact companies have on people and planet is part of the foundation of how we invest
Corporate sustainability
We are committed to leading by example and making a positive impact through our own business
Measuring impact
We invest heavily in our proprietary tools and data to shift the way we view and value companies
Active ownership
We apply influence to management teams to ensure sustainable practices in the assets in which we invest
The risks of only looking at risk and return
Profit margins, growth potential, market capitalization—these are traditional metrics for valuing a company. But companies don’t operate in isolation. Their actions have real-world consequences, both positive and negative. Ignoring this means missing part of the story.
Traditionally, investments are judged by risk and return. At New Surface, we believe there’s a third essential dimension: impact. Evaluating how a company influences society and the environment is key to understanding its true value.
Our Projects
How we’re walking the talk: 2022 in numbers
Health Reach out
New York, USA
67% Increase in Charitable giving
Electricity Reachout
Middle East
Ukranian Outreach
Sloviansk Ukraine