Let New Capital Manage Your 401(k), 403(b), or other Employer Sponsored Retirement Accounts

It has been difficult, even impossible, for advisors to directly manage their clients’ direct contribution retirement accounts - until now. With Pontera’s secure account management platform, New Capital can manage your employment retirement accounts right along with your other advisor-managed accounts and at our same fee schedule. Get the full benefit of New Capital’s professional portfolio expertise, quarterly performance reporting, and integrated financial planning for what may be your most significant and growing accounts.

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Source: Pontera. Hypothetical performance calculations are shown for illustrative purposes only.

Vanguard estimates that professional advisor-managed accounts may be able to return approximately 3% more annually on average than self-managed accounts (Putting a Value on your Value: Quantifying Vanguard Advisor's Alpha). Russell Investments estimates the benefit from professional management to be approximately 4.91% more (Value of an Advisor).

Don’t leave your employment retirement accounts isolated, unmanaged, and unplanned. Contact Catherine Bahr at cbahr@newcapitalmgmt.com to initiate management of your retirement account or to get more information. 

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