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Client Stories

"Terra Nova has protected my capital doing better in down markets than other advisors and my income has not been eroded by inflation."

When I was approaching retirement, I realized that I did not want to manage my retirement assets. I looked for a firm that would provide me with downside market protection and potential for reasonable upside growth to protect my capital from inflation. Terra Nova’s record during the financial crisis of 2008-2009 was excellent and I tested them with an initial account. Subsequently they have proved themselves and I have added additional amounts. Through the ups and downs over the past 15 years, I essentially have the same amount of invested capital while withdrawing approximately 5% per year to live on.

Also I wanted a firm that could work easily with my wife who had little experience in financial matters. Trust and personal service were essential. I have not been disappointed. Terra Nova has protected my capital doing better in down markets than other advisors and my income has not been eroded by inflation.

I have recommended them to a number of people, and Terra Nova has provided the service and quality to them as well.

--Robert

This testimonial was provided by a current client on 2/22/2023. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony.  The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services. 


"I feel especially fortunate that when I have questions about either the market or my personal investments, I can always count on someone there to take as much time as I need to answer them."

As a university faculty member, a good part of my retirement investments have been managed by TIAA, who also provide financial advisors. They have a good reputation for honesty and earnings, but as financial advisors, it seemed like a factory assembly line. 

After trying one or two other persons or teams, eight or nine years ago a friend recommended Terra Nova. I quickly discovered the advantages of a really personal relationship, which included knowledge, patience, accessibility, and especially trust. I switched all of my moveable investments to Terra Nova, and I continue to rely on their advice now that I am drawing on my accounts. 

I feel especially fortunate that when I have questions about either the market or my personal investments, I can always count on someone there to take as much time as I need to answer them. They have the right combination of caution and foresight.

--James

This testimonial was provided by a current client on 2/23/2023. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony.  The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.


"I feel part of a family, not fodder for a business!"

I have found Terra Nova USA to be an asset management firm specialized in serving international clientele. I am an internationally working artist who is also involved in the art field related to academia. I appreciate the advantages of their firm not expanding beyond a certain scale, allowing for intimate personal relationships with each individual client. The relationship is long term, I feel truly understood, thoroughly counseled according to my needs, and educated in market matters in such a way that I can weather market fluctuations without panic and still feel safe. 

In the age of communication independent from location, the staff is immediately accessible, friendly, patient, thorough, and eager to help whenever my needs change. I feel part of a family, not fodder for a business!

--Catharina

This testimonial was provided by a current client on 2/16/2023. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony.  The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.