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
Integrated Portfolio Management
New Capital Management provides a four-step approach to managing your funds.
- –Investment Policy Development
- –Portfolio Construction and Management
- –Regular Portfolio Review
- –Performance Reporting
Investment Policy Development
New Capital Management develops an analysis of a client’s objectives and portfolio constraints.