Multiple checks and balances are in place to ensure the safekeeping of your assets.
Client assets are primarily held by an independent custodian NBCN Inc., a wholly-owned subsidiary of the National Bank of Canada. This means that no one at Newport Private Wealth ever has access to your cash or investments.
Independent valuation and recordkeeping for the Newport Funds is provided by CommonWealth Fund Services Ltd.
The Newport Funds are audited annually by Deloitte. Newport Private Wealth Inc. is audited annually by PwC.