The Investments meeting is the third and final step in your Financial Foundations Series. In this session, we introduce the core principles of New Capital’s investment philosophy through a brief educational presentation: Investments 101.

This overview offers a clear explanation of modern investment theory, portfolio construction, and how we approach managing assets with care, discipline, and long-term perspective. It’s designed to help you better understand how we think about investing—and how that thinking might apply to your financial future.

We’ll also talk through Next Steps, giving you the space and information you need to decide whether an ongoing advisory relationship with New Capital is the right fit for you.