Working with our new partner DPL Financial Partners, an insurance "back office" provider, we are now able to provide detailed analysis of existing policies, and present and implement new term life insurance, permanent life insurance, variable annuity contracts, and other instruments.

Stocks have rebounded in the first half of 2019, and bonds have rallied as well. Still, concerns and fears remain prevalent in the market, value and international stocks have under-performed, inflation is quiet, and the yield curve has turned negative. Register now!

Watch a recording of our webinar: Introducing Passive Pure Model Portfolios

Download presentation materials from the New Capital webinar: Introducing “Passive Pure” Model Portfolios

Download the results from our 2018 Client Satisfaction Survey.

Introducing our lowest cost, no transaction fee portfolios designed for the most cost-conscious clients.

Watch a recording of our webinar: Bear Market Survival Guide

Download presentation materials from the New Capital webinar: Bear Market Survival Guide

Are there techniques for dealing with volatile and down-trending markets? The answer is “Yes!”

Leonard Golub, CFA & Todd Centurino, CFA of New Capital Management discuss the first quarter market results and their views on future projections.

Our 2017 Annual Conference was held October 26 and was well attended by approximately 50 clients.  Thank you to all of those who attended, and we look forward to seeing as many of you as possible at next year’s conference.

New Capital is offering free and confidential financial counseling to those affected by Hurricane Harvey

New Capital has brought on Todd Centurino, CFA as Chief Investment Officer. He will assume primary responsibility for our investment research, portfolio management, designing and implementing model portfolios, trading, investment reporting, fund company relationships, and more.

Watch a recording of the April 2017 Conference Call: Long-term Investing in a Risky Political Environment