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 or holding period for an account to reach its growth rate goals is 3 to 5 years.
- No derivative (futures or options) trading is used in the accounts.
- No leverage (margin) is used in the account.