Process

Integrated Portfolio Management

New Capital Management four-step approach to managing funds:

  • Investment Policy Development

  • Portfolio Construction and Management

  • Regular Portfolio Review

  • Performance Reporting

People

Nicholas C. Mansour

  • Nicholas C. Mansour founded New Capital Management, LLC, as a Registered Investment Advisor in 1995.
  • March 31, 2024, Nicholas, President and Chief Investment Officer, retired from professional portfolio management and is now focused on running a single-family office.
Education
  • University of Notre Dame, M.B.A. Finance and International Business
  • London School of Business, London, England International Corporate Case Analysis
  • Dominican University, B.A. Economics

Contact

New Capital Management, LLC

Nicholas C. Mansour
611 North Euclid Avenue,
Oak Park, IL 60302