Ted Smith

Wealth Advisor at Next Capital Management LLC - New York, NY, US

Ted Smith's Contact Details
HQ
212-433-1111
Location
Bethesda, Maryland, United States
Company
Next Capital Management LLC
Ted Smith's Company Details
Next Capital Management LLC logo, Next Capital Management LLC contact details

Next Capital Management LLC

New York, NY, US • 20 - 49 Employees
Financial Services

Next Capital Management is an independent, SEC Registered Investment Adviser that was founded in 1998 by Andrew Hart. It provides a unique structure; combining the best in investment consulting with advisory services. We Provide: • 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 ensure efficient portfolio performance in conjunction with a personalized strategic asset allocation • Discretionary asset management as well as more enhanced tactical asset allocations The benefit of a Family Office without the cost or administrative burden. 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.

Finance Financial Services Financial Advisory Services
Details about Next Capital Management LLC
Frequently Asked Questions about Ted Smith
Ted Smith currently works for Next Capital Management LLC.
Ted Smith's role at Next Capital Management LLC is Wealth Advisor.
Ted Smith's email address is ***@nextcapitalmgmt.com. To view Ted Smith's full email address, please signup to ConnectPlex.
Ted Smith works in the Financial Services industry.
Ted Smith's colleagues at Next Capital Management LLC are Rachel Philbrick, Ryan Davis, Barbara Shames, Catherine Sanford, Daniel Magier, Michelle Sevillano, Alexandra Blake and others.
Ted Smith's phone number is 212-433-1111
See more information about Ted Smith