Dimensional Fund Advisors (DFA), headquartered in Austin, TX, is one of the largest mutual fund companies in the world with over $500 billion in assets under management. DFA’s founders, directors, and researchers are among the world’s most recognized and accomplished financial academics, including David Booth, Eugene Fama (Nobel Laureate Economics 2013), Robert Merton (Nobel Laureate Economics 1997), and Myron Scholes (Nobel Laureate Economics 1997). DFA distributes its unique funds solely through qualified and approved financial advisors, including New Capital Management since 2008.
Morningstar, Inc. is an investment research and investment management firm headquartered in Chicago. Morningstar provides New Capital with investment research, portfolio accounting, and portfolio reports, which provide to our clients full information about their portfolios.
Riskalyze is a leading provider of risk tolerance testing tools which New Capital uses to help determine client portfolio assignments and preferences. Riskalyze’s flagship tool is based upon the Nobel Prize winning Kahneman-Tversky prospect theory experiments.
Blackrock, based in New York City, is the world’s largest asset manager, with $6.3 trillion in assets under management. Blackrock is the leading provider of Exchange Traded Funds (ETF’s) through its iShares branded funds, which New Capital makes use of for client portfolios. Blackrock is also highly regarded for its fixed income investing prowess including its Aladdin database of bonds.
JP Morgan Chase is the largest American bank and the world’s most valuable bank by market capitalization, with $2.5 trillion in assets. JPM provides New Capital with its suite of mutual fund products and its regular market-focused thought leadership, especially its Guide to the Markets, which New Capital uses to monitor market trends.
For over ten years, New Capital Management has used MoneyGuidePro, the most popular financial planning tool for financial professionals, to help our clients plan their finances and their futures. MoneyGuidePro provides New Capital with a planning framework to collect client data, record, and simulate retirement options.
RingCentral is the leading provider of cloud-based communication services and provides New Capital’s communications infrastructure including telecommunications, voice messaging, fax services, and team workflow.
Box, Inc., is a cloud content management and file sharing service for businesses, and provides New Capital with secure off-site data storage services.
Pacific Investment Management Company (Pimco) is an investment management firm headquartered in Newport Beach, CA, and specializing in fixed income investments. Pimco provides New Capital with access to multi-strategy bond investments and thought leadership in investments and macroeconomics.