Our investment approach is designed to meet the needs of people who have capital they want to protect and grow, but prefer not to manage themselves.
While personal circumstances vary, our clients all seek to:
- Protect their money from significant or permanent loss
- Generate enough income to fund their lifestyle, now or in the future
- Provide growth to protect their standard of living long term
- Delegate the management of their assets to trusted experts
Professional Team and Process
Our Investment Committee of senior professionals – with diverse backgrounds and an average of 26 years’ experience – drives our investment strategy, asset mix and independent money manager selection. This leads to better investment decisions, as no one professional would have all of the skill sets the group commands. In addition, our own personal money is at stake along with yours in the same investments. We don’t invest in anything for clients that we aren’t invested in ourselves.
Most investors understand that diversification is important for reducing volatility and performance, but they’re limited to publicly-traded stocks and bonds (or ETFs and mutual funds that hold them).
In addition to traditional investments such as stocks and bonds, we invest in genuinely alternative asset classes such as real estate, private equity and infrastructure for example.
Your portfolio will include up to 12 different asset categories, reducing your exposure to stock market volatility, meager traditional fixed income returns, and lowering your overall risk.
While “alternative” investments are becoming more widely promoted today, investors should be aware there is a major difference in quality between those typically available to retail investors and the types of opportunities we invest in: hard to access, high quality and generally reserved for large investors with the expertise, size and proprietary networks to be able to participate.
Our approach to diversification is not static. We’ll change asset mix (and investments) as our outlook changes. This is how we protect capital and seek to take advantage of opportunities the market gives us – ahead of the herd.
Independent Asset Class Specialists
The field of investing is extremely specialized. No single money manager can be an expert in every discipline. The ideal solution is to source and hire specialist money managers – a challenge for investors to source, qualify, hire and oversee. This is another advantage Newport Private Wealth provides.
Using its network, size and investment capabilities, our Investment Committee is resolutely unbiased in sourcing and retaining independent, specialist money managers from around the world – some of which are not open to individual investors. Managers are selected not only for proven expertise in their asset class, but for their fit with our overall investment strategy.
Unique Investment Opportunities
We offer preferred access to opportunities generally accessible only to large institutional investors, yet highly coveted for their diversification and risk/return characteristics (e.g. pre-IPO private equities, institutional-only infrastructure funds, direct investment in real estate assets such as retirement homes and apartment buildings, etc.). We’re always looking at new opportunities – rejecting most – investing in a select few.
Our investment approach is designed to generate average annual returns of 6-8% for a balanced portfolio over the long term with less risk than the comparable benchmark. This is especially ideal for investors who are or expect to be living off their capital and want dependability of returns.
Right for You?
If you think our investment approach is what you’re looking for, we invite you to get in touch.