New Albany Capital Partners, LLC

New Albany Capital Partners is an independent registered investment adviser that provides discretionary portfolio management for individuals (including high-net-worth clients) and non-profit or institutional entities, and offers non‑discretionary advisory and consulting for defined contribution plans. The firm manages roughly $88 million across 18 client relationships, including a single charitable organization that accounts for a material share of assets.

The firm describes a value‑oriented investment approach that emphasizes fundamental analysis, core allocations to ETFs and select listed equities, and fixed‑income selection guided by relative credit spreads and published ratings. For certain separately managed accounts the firm implements option strategies, margin and other derivative instruments as hedges or tactical tools, which requires advanced account permissions and carries additional execution and liquidity considerations.

Distinctive features relative to many solo independent advisers include active management for institutional and charitable clients and the provision of pension consulting and plan advisory services, including experience with public‑sector arrangements. The firm is operated by a single investment professional who holds the CFA charter and combines customized portfolio construction with the operational ability to use derivatives and leverage when client mandates permit.