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New Capital Management
- Investing
- Houston, TX
About this business
Location details
4203 Montrose Blvd # 340, Ste 340, Houston, TX, 77006, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Our experience with New Capital Management has been positive across the board. Having come to New Capital from a very large company, we most appreciate the time and energy Leo and his team have invested in getting to know us as individuals. Their understanding of our unique situation has allowed them to help and advise us in ways that work best for us. We appreciate their generosity with their time. We always feel like we are their only concern!
Our experience with New Capital has been extraordinary. Our portfolios have been expertly managed and have grown considerably during the past years of disruption and uncertainty. The steady, calm, and thoughtful investing by New Capital during this period has been both reassuring and profitable. We are very pleased to be working with them (nearly ten years now) and we also appreciate their easy accessibility and genuine kindness. Rather than being mere investors, we have felt more like members of a family.
New Capital has been the best decision my husband and I have ever made. With their counseling and advice we have learned what we need to do to retire and live the lifestyle we would like. We have also been able to initiate and increase our charitable contributions with ease through their support and guidance. We cannot express our confidences in New Capital and more and have continued gratitude for their time and energy in caring for our financial security.
As a couple, we turn to Leonard whenever a major life event takes place, such as the loss of a job, a job search, a job offer, a contemplated career change. His role far exceeds that of a portfolio manager. We chose Leonard initially because he is trained in the George Kinder method. We wanted a wealth manager with this approach. An individual who wanted to know our dreams and aspirations, who would be supportive of us as we strove to realize those. We have been working with New Capital Management for well over ten years now... read more
Can’t recommend NCM enough. They provide amazing service to their clients. True Professionals.
Frequently asked questions about New Capital Management
How is New Capital Management rated?
New Capital Management has a 5 star rating with 9 reviews.
When is New Capital Management open?
New Capital Management is closed now. It will open at 9:00 a.m.
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