If you are a prospective client and would like to obtain a free and confidential estimate of your personal risk score and your portfolio's risk score to see how they compare, our risk estimator (powered by award-winning Riskalyze) can help. Take just a few minutes to complete and we'll contact you shortly to discuss the results. [For an academic review of Riskalyze's technology, see Application of Preference Measurement: The Case of Riskalyze]
Trust is a gift. You have a choice to whom you give it.
New Capital Management, an SEC Registered Investment Advisor with over $200 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.