Wentworth Capital Management LLC
Newbury Capital Management LLC is a privately held investment advisory and wealth management firm based in South Pasadena, California, dedicated to serving the needs of high-net-worth individuals, families, and institutional investors. With a strong emphasis on risk management, unbiased portfolio construction, and intelligent planning, the firm aims to help clients achieve financial success both today and in the future.
Founded in 2009 by experienced financial professionals Jon Lam and Stuart Sneddon, Newbury Capital Management prioritizes client relationships and employs proprietary research models to create tailored investment portfolios. The firm’s disciplined approach includes a focus on sustainable financial strength, qualitative factors, and a commitment to using leading technologies to enhance the investment advisory experience.
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