
FINANCIAL VIGILANCE
From Concern to Confidence
A Message from New Capital
In today's rapidly evolving economic and political landscape, staying informed isn't just beneficial—it's essential.
We prioritize proactive monitoring and strategic adjustments to safeguard your financial well-being. This video delves into our approach to financial vigilance, highlighting how we anticipate changes and act decisively to protect and grow your wealth.
“Wealthy Americans are increasingly opening Swiss bank accounts... seeking financial and political safety.” — CNBC, April 2025
Smart Decisions Start with the Right Conversation.
Smart Decisions Start with the Right Conversation.
Fiduciary Duty Meets Unfiltered Awareness
At New Capital Management, we uphold our legal and ethical responsibility to act in your best interest — while staying alert to financial, economic, and political developments that may affect your portfolio.
Infrastructure That Protects You
Your financial life is supported by a robust foundation built on decades of experience and modern tools — including model portfolios for consistent management, ETF strategies for liquidity and tax efficiency, secure Swiss custody options, and our proprietary NCM360 system for encrypted data protection and secure backups.
We Confront Risk — and Take Action
While others avoid uncomfortable truths, we face political and economic realities head-on. Our relationships with Dimensional, Vanguard, and BlackRock inform timely portfolio decisions that reflect the world as it is — not as we wish it were.
Stress Testing for a New Reality
We use advanced software to simulate extreme scenarios — like 10% U.S. inflation — and proactively adjust portfolios to reduce potential drawdowns.
Global Diversification with a Focus on Stability
We emphasize investments in stable democracies, where sound governance and legal systems contribute to stronger long-term financial outcomes.
If Your Advisor Is Looking the Other Way
If your advisor isn’t acknowledging or addressing today’s risks, that’s a red flag. We confront challenges directly — and help you stay prepared.

Wealthy investors are asking….
“Is my portfolio prepared for the next political or economic shock?”
At New Capital, we take a vigilant, proactive approach to financial planning — stress testing your portfolio, diversifying across stable international markets, and adapting ahead of political or economic shifts. By reducing reliance on any single country’s economy or currency, we help you build lasting resilience and stay prepared, not surprised.
We see the world as it is — and help you plan accordingly. At New Capital, we stay alert to the financial, economic, and political forces shaping your future. Through real-time stress testing, a strong operational infrastructure, and a willingness to confront uncomfortable truths, we help you stay protected, prepared, and confidently on course.
Take the Next Step
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It means staying alert to economic, political, and market risks — and taking proactive steps to protect your wealth. We monitor real-world developments and act when needed, not after the fact.
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We use advanced software to simulate extreme scenarios — like inflation spikes or market downturns — so we can identify vulnerabilities and make adjustments before they impact your investments.
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We combine fiduciary duty with unfiltered awareness. That includes secure infrastructure, real-time data, relationships with leading asset managers, and strategies grounded in today’s realities — not assumptions.
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Our proprietary NCM360 platform offers encrypted storage, secure backup, and restricted access to ensure your data remains private and protected.
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Yes. Many clients come to us when they feel their current advisor is overlooking key risks or not adapting fast enough. We’re happy to offer a second opinion or a more responsive alternative.n
Common Questions
Disclosures
Investment advisory services are offered through New Capital Management, LLC, a registered investment advisor. This content is for informational purposes only and is not investment, tax, or legal advice. All investments carry risk, including loss of principal. Stress testing results are hypothetical and do not guarantee future performance. Global diversification does not ensure profit or protect against loss in declining markets.