- Nicholas C. Mansour established New Capital Management, LLC, a Registered Investment Advisor in 1995.
- Nicholas specializes in constructing diversified portfolios using individual stocks and ETFs on a discretionary basis for individuals and businesses.
Introducing
Customized
Portfolio Construction
New Capital Management is a boutique investment management firm focusing on constructing personalized stock portfolios for individuals that are held at Charles Schwab.
Since 1995
Private Wealth Management
Services
Investment Consulting
New Capital Management offers personalized portfolio construction that meets the risk requirements of the individual investor. New Capital Management, LLC is a “Registered Investment Advisor.”
- Individually Managed Accounts
$1,000,000 account minimum
The Process
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Integrated Portfolio Management
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Investment Policy Development
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Portfolio Construction and Management
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Regular Portfolio Review
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Performance Reporting
People
FAQ
How does your investment management firm operate?
- New Capital Management offers services for FEE ONLY. This clean and simple approach eliminates any potential conflicts of interest.
- New Capital Management directs clients to Charles Schwab & Co.
- The time horizon for an account to reach its investment objectives is 3 to 5 years.
- No leverage (margin) is used in the account.
Contact
New Capital Management, LLC
Nicholas C. Mansour
611 North Euclid Avenue,
Oak Park, IL 60302