You protect your health and family.
We’ll protect and grow your wealth.
In trying times like these, the Newport team is here for you. With an average of nearly 30 years’ experience, our Investment Committee members have worked through major market downturns, as far back as the 1970s oil crisis, and have their own money invested alongside clients’. We’re ready and able to offer new perspectives or assess your current investment strategy.
We take a different perspective. Yours.
Our Covid-19 Content
Our Investment Purpose
The Returns You Expect. Lower Risk and Volatility.
What to Expect
Q3 Quarterly Investment Update
We’re pleased to share this Investment Update with Newport Chief Investment Officer Mark Kinney. Mark describes how our third quarter of strong performance has been built on three key principles: 1) our time-tested investment approach 2) diversification built on a strategic mix of asset classes, and 3) a disciplined response to market conditions to both protect and grow capital. The results of the quarter demonstrate that these principles work, and our patience has been rewarded.
Get in Touch
469 King Street West, 4th Floor
218 King Street East
1631 Dickson Avenue, Suite 1100
10180 – 101 Street NW, 34th Floor, Suite 3480
Does your investment strategy need work? We can help.
During this period of social distancing, our wealth management team would be happy to meet with you via video-conferencing platforms or telephone.
Please provide a few details and we’ll be happy to arrange a discovery meeting.
†Please note, if you are a U.S. tax filer, there may be issues with respect to the reporting of capital gains. We will explore this with you prior to establishing accounts at Newport Private Wealth.
Newport will not share your information.