2019 Client Satisfaction Survey

We would like to ask all clients to please complete the 2019 Client Satisfaction Survey. This 5-10 minute survey asks you to evaluate our performance and tell us where we are doing well and where we need to improve.

To show our appreciation for your participation, New Capital will donate $20 (per household) to the charity that you select.  


 If you have already completed the survey, thank you! No further action is needed.

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Market Week: February 24, 2020

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Bond Study Confirms Investment Approach and Offers New Insight