Over 20 years of above average investment performance

NBW Capital is a long-only, separate account, total return registered investment manager that provides investment counseling and portfolio management expertise. We are committed to determining individual client needs and advise accordingly.

NBW Capital’s Growth and Income Composite received a 5-Star Overall Morningstar Rating™ out of 194 Mid-Cap Growth investments as of 9/30/2014.*

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Investment advice centered around the clients needs

We espouse long term client relationships based on individual investment counseling, high quality client service, and above average investment performance. We serve private clientele: individuals and families, trusts and estates, not-for-profit organizations, and private company pensions and profit sharing plans. Our account minimum is $500,000.

We manage portfolios utilizing a well-defined, disciplined approach to asset allocation based on independent investment insight and incorporating a solid knowledge of specific client priorities. We maintain the highest ethical standards in our interaction with each client, and we practice personal and intellectual integrity.

NBW Capital is a registered investment advisor.

We commenced business in 1991 and are located in Boston, Massachusetts.

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*© 2015 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Practicing ethical standards through performance, personal service, professionalism, and integrity