Keys to Success:
Change the Status Quo
Raise Your Standards
NS Capital was formed in 2010 to offer a new standard of investment advisory and portfolio management services. Everything we offer has been developed and paid for using our own resources. That fact means that we have no third-party affiliations that could influence or distort our independence and objectivity. This makes it possible for NS Capital - unencumbered by the legacy thinking and conflicts of the status quo financial services industry - to offer fully transparent and conflict-free investment advice and portfolios to individuals and small businesses.
NS Capital was formed to address specific problems that are endemic in financial services:
- Lack of independent and objective research
- Conflicts of Interest and the lack of transparency
- Biased portfolio construction
- Pricing
As Financial Advisors with a Fiduciary duty our only loyalty is to our clients, and success is solely dependent on client outcomes, so unlike much of the financial services industry, we succeed not off clients but with our clients.
The New Standard in Portfolio Management
Portfolio Management is the Foundation of Financial Wellness
There are many facets to achieving long term financial wellness: portfolio management, financial planning, tax planning and estate planning. All are important components, but not equal in their impact on financial wellness. NS Capital believes that high-quality portfolio management–how your assets are managed and what you pay–is the critical component for long-term financial wellness. It is the foundation upon which all other facets are based.
After we complete our advisory phase–which determines the wants and needs of each client–NS Capital focuses on portfolio construction and asset management exclusively. We are not a generalist firm because we know that high-quality portfolio management requires constant attention, which cannot be said of the other facets. This in no way negates the value of the other facets; but our approach is to partner with subject matter experts who also are focused solely on their specific discipline as we are on ours.
Planning decisions are event driven and require periodic attention.
Four Principles for Investment Success
1. Recognize the Two Types of Asset Management
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PROFESSION
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BUSINESS
2. Identify the Two Types of Advice
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REGISTERED INVESTMENT ADVISOR (RIA)
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REGISTERED REPRESENTATIVE (RR)
3. Understand the Two Factors That Impact Performance
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SKILL
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COST
4. Demand Full Transparency
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WHAT ARE ALL THE FEES AND COSTS?
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WHAT ARE THE CONFLICTS OF INTERESTS?
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IS THERE CURRENT AND PAST LITIGATION?
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IS THERE AN ALIGNMENT OF INTEREST?
When it comes to asset and portfolio management,
nothing is static–there are no one-time decisions.
Portfolio Construction
The ideal portfolio strikes a balance of safety and certainty on the one hand and aggressiveness and gains seeking on the other.
A Well-Constructed Portfolio Should
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BE A PORTFOLIO THAT CAN BE UNDERSTOOD
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HAVE THE ABILITY TO COMBINE MULTIPLE STRATEGIES
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BLEND PASSIVE AND ACTIVE MANAGEMENT IN AN INTELLIGENT WAY
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CORRELATE FEES TO VALUE
NS Capital’s primary job is to manage our client’s relationship to the capital markets and to protect against the risk of emotional decisions during times of turmoil. When NS Capital is hired it is not just to construct the portfolio based on the needs, wants and goals of a client at a specific point in time; it is also to change the portfolio when warranted–that can be from an investment standpoint or from the standpoint that a client’s circumstances change.
Investing for Safety and Certainty
Traditional bonds do not offer the combination of income and stability that they have in the past. That is why NS Capital, for this point in time, offers a choice of conservative investment options with low levels of risk and incremental reward. Investments that can be used either as a standalone or in some combination to achieve our goal of Safety and Certainty.
Investing for Gains Seeking
Timeframe
No one should invest in equities without a longer term horizon, PERIOD!
The safety and certainty portion of the portfolio should serve as a volatility mitigator because the pathway to superior long-term returns demands that the investor be able to stay emotionally detached from the “ups and downs” that will occur in the stock market. You can’t expect consistent results if you are seeking higher returns because only with full market volatility will you get full market returns.
NS Capital Equity Investing
NS Capital employs two approaches to equity investing:
“The stock market is a device to transfer money from the impatient to the patient.”
—Warren Buffett
NS Capital Portfolio Methodology
AN INTELLIGENT BLEND OF PASSIVE AND ACTIVE MANAGEMENT WITH CORRELATED FEES CREATES A WEALTH BUILDING ADVANTAGE
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