- 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.
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
Integrated Portfolio Management
Investment Policy Development
Portfolio Construction and Management
Regular Portfolio Review
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.
New Capital Management, LLC
Nicholas C. Mansour
611 North Euclid Avenue,
Oak Park, IL 60302