Next Capital Management is an independent, SEC Registered Investment Adviser that was founded in 1999 by Andrew Hart. It provides a unique structure; combining investment consulting with advisory services.
• Personalized fee based advice, including the unbiased selection of and portfolio allocations among unaffiliated third party investment managers
• Ongoing review and reallocation, as appropriate, to help provide efficient portfolio performance in conjunction with a personalized strategic asset allocation
• Discretionary asset management as well as more enhanced tactical asset allocations
Our clients’ accounts are regularly monitored and they receive quarterly reports detailing all holdings and individual manager performance across multiple custodians, limited partnerships and other diversified portfolio holdings.