Newport applies consistent discipline to two distinct areas of investment management. We meet the demands of institutions by applying decades of combined experience with some of the most widely respected firms and organizations. We also serve the private wealth management needs of successful families and individuals.


Portfolio Strategies

  • Proprietary strategies serving institutions and private clients
  • Indexed exposure across traditional and alternatives asset classes
  • Research and committee driven investment process
  • Equal treatment of all invested dollars and therefore clients

Managed Accounts

  • Institutional portfolios
  • Alternative investments and private funds
  • Private wealth management
  • Risk control strategies (portfolio loss minimization)