Our clients look to us for thoughtful investment solutions reflecting the realities of today’s global markets. We believe the portfolio workhorse of the past 30 years—a globally diversified stock/bond mix—will no longer protect investors the way it has historically and that new thinking is required. We offer modern investment solutions backed by a combined 70 years of experience working with wealthy families. Our goal is to build thoughtful, research-based portfolios which are fee- and tax-conscious and keenly focused on managing volatility. Our clients’ portfolios are exposed to a wider range of options encompassing traditional investments and highly selective exposures to sources of returns from less-traditional investments including Private Equity, Treasury Inflation Protected Securities (TIPS), Real Estate Investments, Hedge Funds, Oil and Gas Limited Partnerships, Farming, Timber, Natural Resources, Infrastructure and the like. Generally, these types of non-traditional investments have been shown to provide significant diversification to investors because their movements are less correlated to the major markets. Yet, with proper manager selection, they can offer increased returns to investors over time. While new to many individual investors, this strategy has been used successfully for decades by many of the world’s most sophisticated endowments and wealthiest families.
View Top Employees from New Market Wealth Management (Now CAPTRUST)Website | https://www.captrust.com/locations/nashville-tn-2/ |
Revenue | $2 million |
Employees | 4 (4 on RocketReach) |
Founded | 2014 |
Address | 100 Spectrum Center Dr Ste 125, Irvine, California 92618, US |
Phone | (657) 900-1899 |
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Industry | Computer Software, Finance General, Investing, Real Estate, Finance, Wealth Management, Investment Management, Alternatives, Farming, Portfolio Management, Military |
Competitors | InterOcean Capital Group, LLC |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523920 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52392 Companies, NAICS Code 5239 Companies |
Looking for a particular New Market Wealth Management (Now CAPTRUST) employee's phone or email?
The New Market Wealth Management (Now CAPTRUST) annual revenue was $2 million in 2024.
4 people are employed at New Market Wealth Management (Now CAPTRUST).
New Market Wealth Management (Now CAPTRUST) is based in Irvine, California.
The NAICS codes for New Market Wealth Management (Now CAPTRUST) are [523920, 52, 523, 52392, 5239].
The SIC codes for New Market Wealth Management (Now CAPTRUST) are [628, 62].