About
Us

OUR HISTORY

Next Capital Management is an independent advisory firm offering institutional-caliber asset management and strategic wealth planning services for ultra high net worth and high net worth clients. The firm was founded in 1999 by Goldman Sachs veteran Andrew Hart, and is today distinguished by a commitment to adding value on every level – from investments to tax strategies and beyond. Our commitment to partnership helps build, safeguard, and grow our clients’ wealth.

Next Capital takes a fully customized, unbiased approach to managing client portfolios. The financial plans that we architect are designed to help our clients achieve better financial outcomes.

OUR
PHILOSOPHY

We believe that excellent client outcomes start with innovative thinking. Next Capital has a legacy of providing unique solutions to complex financial problems faced by our clients.

Our philosophy is to integrate a deeper level of analysis and creativity to help our clients achieve their goals. The result: a truly next-level approach to wealth management.

We are accessible, straightforward, and believe in open channels of communication with clients to build trust – the backbone of durable and successful relationships.

OUR
APPROACH

Our mindset is rooted in client advocacy and a constant drive to do better for our clients. Whether that means creating custom solutions when off-the-shelf ones don’t suffice or taking advantage of new technology to improve upon the status quo, Next Capital is committed to improving our clients’ experience.

This commitment extends to our approach to investment management. Powered by our ability to think outside of traditional asset classes and take into consideration a client’s entire financial picture, we pride ourselves on crafting bespoke financial plans to meet our clients’ objectives. We always have an acute awareness of fees, cash flow requirements, tax, and investment structures.