Managing investments is often the primary reason one hires a financial advisor.  At New Capital, our investment experience is extensive, our academic training is from top institutions, and our professional certifications are recognized around the world.  Most of all, though, we strive to guide you to a positive investment experience and help you better understand the sound principles and ideas that underpin modern investing.

Our Investment Approach

Our approach to investing is built on decades of academic and scientific research that has resulted in proven theories and accolades, including multiple Nobel Prizes, for their developers.


Our Investment Process

Our investment process is a careful and reliable step-by-step sequence in which we patiently build a mutual understanding of your current portfolio and how it might best change to meet your needs and goals.