Our family's experience with New Capital has been easy, enjoyable, and very productive. In the five years that we have been with New Capital, both Leonard and Jaycee have been enormously attentive to our interests, our concerns, and to who we are as a family. They came to know us initially in an in-depth meeting, and from there created an investment portfolio carefully tailored to both our current and future needs. Their personal care and attention, coupled with their responsive and highly sophisticated investment strategy, has provided welcome comfort and security to our family.

I avoided financial planning for too long. Sorting out my finances seemed daunting, and involved the foreign language of asset management. The team at NCM made the process enjoyable, educational, and empowering. Most importantly, they instill a sense of trust and confidence that is rare in any field. I feel incredibly fortunate to be in their hands.