Mesa, AZ Office

Next Capital Management provides discretionary and non‑discretionary portfolio management and fee‑only financial planning to individuals, high‑net‑worth clients, trusts, retirement plans, charitable organizations and business entities. The firm also offers family‑office style services through its NEXT Vantage program and provides advisory access to alternative vehicles including unaffiliated private investment funds, interval funds and structured notes, and can serve as a sub‑adviser for private placement life insurance (PPLI).

NEXT customizes asset allocations to client objectives, performs ongoing monitoring and rebalancing, and may allocate to independent managers or Dynasty’s investment programs while delivering consolidated reporting through aggregation platforms (e.g., ByAllAccounts, Addepar, PortfolioCenter). For select clients it implements strategies such as direct indexing with tax‑loss harvesting and an enhanced tax‑management long/short equity sleeve that employs margin, and it reconciles estimated private‑fund valuations when billing fees.

Compared with many multi‑team advisers, NEXT’s capability to work on PPLI sub‑advisory arrangements and to offer an integrated family‑office engagement (NEXT Vantage) is relatively uncommon. The firm’s combination of roughly $2.13 billion in AUM for about 257 clients, its structural relationship and minority equity interest with Dynasty (and related UMA/platform arrangements), and documented use of AI tools and reporting integrations are operational and disclosure features that differentiate its service model from typical peers.