Fidelity Investments, based in Boston, MA, is the fourth largest asset manager in the world, with $2.4 trillion in assets at the end of 2017, and serves as New Capital Management’s primary custodian for client accounts. New Capital has worked with Fidelity’s institutional advisor services division since our founding in 2004. Fidelity provides New Capital with a broad range of back office services including account management and compliance, trading, and client statements and tax reporting.
Please use the form below to request our assistance or additional information regarding Fidelity Investments.
Please expect a response from us within 2-3 business days. If you would like to speak with us sooner, please call the New Capital office at 800-724-9866.