New Capital Management is a boutique investment management firm focusing on constructing personalized stock portfolios for individuals that are held at Charles Schwab. 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.” The Process - Integrated Portfolio Management - Investment Policy Development - Portfolio Construction and Management - Regular Portfolio Review - Performance Reporting New Capital Management, LLC Nicholas C. Mansour 611 North Euclid Avenue, Oak Park, IL 60302 nick@newcapitalmanagement.com (708) 848-7784