The Newport Investment Committee – a brain trust of 12 experienced investment professionals with diverse skill sets – sets the overall strategy and manages the Lonsdale investment process. The breadth and depth of experience leads to better investment decisions, as no one professional would have all the skill sets the group commands.
Enter the world
Lonsdale Portfolios, a division of Newport Private Wealth, provides professional investment management for families who want a more sophisticated approach to their portfolio than what is typically available to individual investors.
To become a client, you may be introduced by an independent financial advisor with whom Lonsdale has a referring relationship, or enquire here.
Expert investment team
The returns you expect.
Lower risk and volatility.
Lonsdale Portfolios are managed by Newport Private Wealth. Newport’s goal – and track record – is to deliver portfolio returns that are the same or better than its benchmark, after fees and over a full market cycle, with lower risk and volatility than the benchmark.
Your own dedicated portfolio manager
You work directly with a portfolio manager who knows you and your objectives and helping you achieve them. You are more than an account number. By having access to the people managing your money, you’ll understand what you are invested in and why – leading to greater comfort that your investments align with your objectives and giving you greater confidence in your plan.
Where to find us
469 King Street West
10820 – 24th Street SE
1631 Dickson Avenue
218 King Street East
Interested in becoming a client?
Lonsdale Portfolios is designed for individuals with $300,000 to $1 million of investable assets.
To enquire whether our services could meet your needs, please provide the details below and we will get in touch to discuss next steps.
†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.