ABOUT OUR PURPOSE-DRIVEN FIRM
Newport Capital Advisers, Inc. is an independent, registered investment adviser founded in April 1995.
The firm delivers its investment advisory and discretionary management services to endowment funds, families, individuals and pension funds. We believe that the benefits derived from our efforts will help our clients and their constituents to achieve their personal, financial and social goals. The firm provides chief investment officer services to its clients and is sensitive to the significant difference between wealth preservation and enhancement. We are an exclusive firm with high standards of client service.
Hedge Fund Research
The firm has extensive, successful experience researching and investing in hedge funds since its formation.
Outsourced Chief Investment Officer Service
We are fiduciaries and offer our discretionary services as chief investment officer for endowment and private funds.
We structure client specific portfolios by allocating assets to specialized investment managers and systematically monitoring performance. Our sole source of revenue is asset-based fees from our clients and this independent perspective allows us to be objective in our investment selection process.
The firm maintains its high level of efficacy and client service by limiting the number of its consultative clients, and by conducting original research that applies institutional discipline to its decision making process. Our single goal is to produce returns that meet client needs.
Our discretionary global equity strategy began on October 1, 1998 to provide an investment performance record that is an indelible statement of our research and decision efficacy.
Our Principal Advantage
We possess the advantages and benefits of an exclusive firm. The principles for which we stand have consistently been ahead of industry standards and practices. We are advisors, not just consultants, and we are uncommon because the founder is directly involved in investment management research and works directly with clients.
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Did You Know?A Lost Decade of Stock Investing? Investment grade bonds, as measured by the Barclays Capital Aggregate Bond Index, produced a 6.47% annual rate of return for the decade ended June 30, 2010, which means that the value of a million dollars invested in that Index would have grown to $1,870,000 in the decade. |
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