New Capital Management

Since 2004, New Capital Management has offered global portfolios for clients. The Houston-based firm provides fiduciary financial advice and resilient financial planning, with NCM360 offering a 360-degree view of a client's financial life. Its services also include financial vigilance, international residency and citizenship guidance, strategic charitable giving, and Swiss account custody, offered since 2022. The firm describes its approach as helping clients plan, invest, and use money in line with their life goals. It reports more than $533 million in assets under management and more than 54 years of combined staff experience. New Capital Management serves clients around the world and provides financial recommendations aligned with their goals and risk profiles.