Administration of client accounts is one of the most important services that a financial advisor provides. Every day at New Capital and with an eye for detail and accuracy, we help clients execute and accomplish a wide variety of tasks that, without us, would otherwise be time-consuming, annoying, or even impossible. We are greatly aided in our efforts by the strong relationships we have with our custodians' institutional service desks, to which we have quick and direct access.
To keep careful track of client tasks, we utilize a new generation of task logging software that allows us to communicate as a team both in and out of the office. In a world where customer service often means struggling through a computerized phone tree only to reach someone who is unable or unhelpful, New Capital takes great pride in delighting its clients with our personal administrative services.