New Economy Capital Management LLC

New Economy Capital Management provides discretionary investment advisory and asset management services to a mix of individual and institutional clients, including high‑net‑worth individuals, charitable foundations, pension and profit‑sharing plans, trusts, estates, corporations and other business entities. The firm invests primarily in publicly traded securities — stocks, bonds, mutual funds, ETFs and options — and operates on a fee‑only basis, reporting approximately $98.4 million in assets under management.

The firm emphasizes long‑term capital appreciation and preservation through a bottom‑up, fundamental approach to security selection and typically implements a long‑term global growth strategy while creating tailored investment policy statements for each client. Accounts are reviewed regularly (at least weekly) and are managed on a discretionary basis; in some accounts the firm may employ short‑selling or short‑term trading tactics when appropriate.

What is distinctive about the firm is its explicit work with client types that are less common among independent advisers — notably charitable organizations, pension and profit‑sharing plans, and investment companies — and its willingness to negotiate alternative engagement structures, including fixed retainer agreements and a profit‑sharing arrangement for qualified investors. The firm does not charge performance‑based fees, uses independent custodians for client assets, and maintains documented policies on business continuity, information security and conflict disclosures.