Services

New Capital Management, LLC is a boutique investment management firm focusing on constructing personalized stock portfolios for individuals that are held at Charles Schwab.

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

  • 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.

  • Portfolio Construction and Management

  • New Capital Management has the responsibility for constructing a portfolio that reflects your overall investment goals. In constructing portfolios New Capital Management relies on a disciplined selection process.

  • Regular Portfolio Review

  • New Capital Management stays involved with you to update any changes in lifestyle and tax status that could affect your overall investment strategy or objectives.

  • Performance Reporting

  • New Capital Management delivers detailed quarterly reports to individual clients.