Latest News
  • New Capital is ranked in the top 50 in assets under management in Texas in Investment News' 2012 ranking of fee-only RIA's
  • Leonard Golub has been named a 2009, 2010, and 2011 Texas Monthly 5-Star Wealth Manager
  • Leonard Golub is quoted in The New York Times (October 15, 2009) on retirement and life planning.
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    What I'm Reading

    Trust is a gift. You have a choice to whom you give it.

    New Capital Management, an SEC Registered Investment Advisor with over $250 million under management, provides fiduciary wealth management, financial planning and advisory, and integrated life planning services.

    We are leaders in today's changing advisory industry: client-focused, independent, fee-only, technological, and knowledgeable.

    Prospective clients and other interested parties may learn more from a guided Introduction or by contacting us.

    Wednesday
    Jan062016

    Concerned about your portfolio risk?

    The November 8th election may be causing you great worry about your money. Assessing your personal risk tolerance score can help ease that worry.

    To determine your current risk score, or to update your earlier score, take just a few minutes with our personal risk estimator (powered by award-winning Riskalyze). We will then help you understand your personal risk tolerance and if your portfolio matches it.  [For an academic review of Riskalyze's technology, see Application of Preference Measurement: The Case of Riskalyze]

     

     

    Thursday
    Nov132014

    New Capital named a top RIA by Investment News

    Tuesday
    Jul082014

    2014 Client Survey Results

    New Capital's 2014 Client Survey results indicate very high client satisfaction levels across all practice areas.  Thanks to our participating clients for their time in completing the survey - we made contributions to a number of non-profits on behalf of these clients as a way of saying thank you.

    Friday
    Dec072012

    Market Update

    Monday
    Jun132011

    New Capital and Dimensional Funds

    Since 2008, New Capital has been authorized to provide its clients with mutual funds managed by Dimensional Fund Advisors. Dimensional is one of the largest and fastest growing fund management firms in the world, best known for its founders’ repeated groundbreaking academic research in financial and investment theory. We believe that this unparalleled academic foundation is at the heart of a strong investment portfolio, as the accompanying video describes: