Why Choose Us
Our clients are all across Canada. People from various walks of life, different ages, levels of wealth and investment experience. Here are nine of the many reasons why they chose us.
Exclusive focus on individuals and families
Wealth management is our chosen practice and we love it. The counsel we provide is born out of decades working for affluent families—so you benefit from the collective experience of other people in similar situations.
Holistic wealth management
You will experience an integrated and personalized approach to optimizing your overall financial well-being – in addition to professional investment management.
Independent ownership and thinking
Newport is owned by the senior portfolio managers who have direct relationships with and accountability to you, our clients. We have no other competing or different lines of business to distract us from you and your unique investment and wealth management needs.
Alignment of interests
We invest our own families’ wealth alongside our clients. Together, we take the same risks and enjoy the same rewards. We seek the best solutions for you and for ourselves. Our only bias is toward excellence.
In addition to traditional investments, we invest in genuinely alternative asset classes, typically inaccessible to average investors such as private real estate, infrastructure, mortgages, etc.
Our style of investing allows our clients to earn steadier returns and weather market downturns with confidence. We are creative and resourceful in identifying assets that can produce returns even when conventional stocks and bonds are performing poorly.
Professional team and process
Our Investment Committee, a brain trust as opposed to one or two lead individuals, directs investment strategy and asset allocation. This contributes to better investment decisions, as no one professional would have all of the skill sets the group commands.
Independent, specialist money managers
We supplement our internal resources with external specialists for every asset class -- carefully selected, coordinated in tandem and monitored by our Investment Committee.
We know our clients by name, not by account number. We have built successful and lasting client relationships by providing excellent client service, often to multiple generations of the same family.