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NEWBURY

CAPITAL

MANAGEMENT, LLC

INVESTMENT SOLUTIONS TO LAST A LIFETIME

812 Fremont Ave
Unit 101
South Pasadena, CA 91030

Tel: 626.796.8898
Fax: 626.208.1463

OUR STORY

After nearly 20 years in business, Tower Asset Management was sold in 2009 to a publicly-traded broker/bank in Texas. The new owners closed the Beverly Hills firm, leaving behind an empty office and a roster of financial professionals. But what kind of story would this be if that’s where it ended? Jon Lam and Stuart Sneddon still had the passion to design and build world-class investment portfolios and to serve their loyal client base. So they rolled up their sleeves, fired up the midnight oil, and started their own company. An independent company. A company that would provide investment advice based upon unbiased research and a strict adherence to risk management.

In July of 2009, Newbury Capital Management, LLC was formed. Would the quality of investment management and research remain intact? Yes. Would it be employee owned? Yes. Would the client come first?

Absolutely.

NCM quickly bolstered its talent with the addition of Anton Pereiaslavtsev to design and integrate leading technologies into the firm. Weiwen Yang solidified research and analysis. Edward Barnett, Keith Weinbaum, Tony Rapista, John Tan and Jim Portman came aboard with their clients and brought a wealth of experience to the firm. Today, the NCM team of financial professionals continues to enhance the client experience by learning and implementing the latest industry trends and techniques of wealth management. But even as these methods become more sophisticated with evolving theories and models, the NCM team continues to craft investment solutions the proven way.

Research. Discipline. Accountability.

That’s Newbury Capital Management.

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INVESTMENT

PORTFOLIOS

DIVIDEND GROWTH

Growing dividends from high-quality stocks provides the ideal combination of income and appreciation.

SOCIAL IMPACT

A portfolio of sustainably sound companies that create a positive impact through their emphasis on People, Planet and Product.

GLOBAL GROWTH

Seeks compelling growth opportunities from world-class companies from all regions of the globe.

FOCUS MUTUAL FUNDS

Diversified exposure to mutiple categories and geographies of stocks through actively managed, no-load mutual funds.

SELECT GROWTH

Best-of-breed growth companies from the sectors with superior fundamentals and prospects for the longer term.

BONDS

An integral part of an investment strategy, bonds provide a predictable income stream with minimal correlation to the stock markets. Individual issues, funds, and alternatives can be owned in concert to enhance yield and lower volatility.

ABOUT US

Who is Newbury?

Newbury Capital Management is a privately held investment advisory and wealth management firm created to service the needs of high net worth individuals/families and institutional investors. Through an unwavering focus on risk management, unbiased portfolio construction, and intelligent planning, Newbury helps investors plot a roadmap to financial success – both today and for the future.

Our Commitment

At Newbury Capital Management, we treat our clients with courtesy and integrity. We provide honest financial advice backed by our years of experience and proven track record. We strive to earn our clients' trust in every aspect of the advisory relationship. We use leading technologies to ensure instant access to the financial world. Our commitment is to provide the highest level of satisfaction in your investment advisory and wealth management experience with our firm.

Stock Selection Philosophy

Newbury Capital Management utilizes several proprietary research models and offers three different equity portfolios designed to meet an investor’s specific needs and risk tolerances. The firm continually measures companies for sustainable financial strength, consistency of earnings and dividends, and a superior growth-to-risk ratio. In addition, we value qualitative factors, such as the business franchise, barriers to entry, industry position, and management quality. Selecting stocks for your portfolio is only half of the equation. At Newbury, we spend equal time assessing an exit strategy on behalf of our clients. Given the substantial systemic risk of the equity markets, the role of the modern portfolio manager must include the ability and latitude to raise cash, reduce sector exposure, and introduce hedging tactics to safeguard your assets.

Bond Investment Philosophy

Bonds are an integral part of an investment portfolio and allocation strategy. Because bonds typically provide a predictable income stream and predetermined maturity, many investors buy bonds to preserve capital, increase capital, or to receive interest income. The latter attribute is particularly attractive for investors who are in or near retirement and seek investment income to replace working income. One of the more important measurements of a bond’s safety is its creditworthiness or the level of comfort an investor has with the issuer’s ability to pay both interest and principal on a timely basis. Newbury Capital Management maintains a strict discipline to buy only investment-grade bonds for portfolios that specify individual bond securities. For diversification, some of our tactical bond portfolios will own non-investment grade bonds or other asset classes through bond mutual funds.

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