As our industry evolves—and the financial markets become more complex—Newport Investors employs innovative technology coupled with personalized investment intelligence to provide truly client-focused wealth management. The Newport Investors platform delivers powerful open-architecture solutions for advanced research and analytics, portfolio management, and reporting capabilities.
Newport Investors resources run deep utilizing the global investment research of over 120 leading wealth management institutions including Alliance Bernstein, Blackrock, Capital Group, Cohen & Steers, Columbia, Eaton Vance, Fidelity, Goldman Sachs, Invesco, Janus, John Hancock, JP Morgan, Lazard, Loring Ward, Morningstar, PIMCO, PMC, Potomac, Redwood, Russell, Symmetry, Vanguard, and Wilshire.
Let’s talk about we can help you reach your goals now and in the future.