Services

Investment Consulting

New Capital Management offers personalized portfolio construction that meets the risk requirements of the individual investor. New Capital Management, LLC is a “Registered Investment Advisor.”

  • Individually Managed Accounts
    $500,000 account minimum
  • Institutional Accounts
    $1,000,000 account minimum

The Process

  • Integrated Portfolio Management

  • Investment Policy Development

  • Portfolio Construction and Management

  • Regular Portfolio Review

  • Performance Reporting

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People

Nicholas C. Mansour

Principal/Chief Investment Officer

  • Nicholas C. Mansour established New Capital Management, LLC, a Registered Investment Advisor in 1995.
  • Nicholas specializes in constructing diversified portfolios using individual stocks and ETFs on a discretionary basis for individuals, pensions, and businesses.

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FAQ

How does your investment management firm operate?

  • New Capital Management offers services for FEE ONLY. This clean and simple approach eliminates any potential conflicts of interest.
  • New Capital Management directs clients to Charles Schwab & Co.,
  • The time horizon for an account to reach its investment objectives is 3 to 5 years.
  • No leverage (margin) is used in the account.

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Contact

New Capital Management, LLC

Nicholas C. Mansour
611 North Euclid Avenue,
Oak Park, IL 60302