Values
We are a purpose-driven firm and believe that the benefits derived from our efforts will help our clients and their constituents to experience more fulfilling lives.
We believe that the success of a firm is not measured by its revenues, but by the performance of its clients' investment programs relative to their particular requirements.
Our primary value is that our clients come first. Next, we believe that we can add more value to clients’ investment programs in a firm that is independent and unencumbered by other lines of business, such as a securities broker/dealer. We are centered on the solid investment tenets of diversification, fundamental business analysis and the value of a long-term perspective. Proactive client service and accountability are essential. Client service is especially important during intervals of financial market stress. These beliefs remain unaltered and their application has benefited client investment programs since the firm’s formation in 1995.
Accountability
One of the distinct advantages of engaging a boutique such as Newport Capital is the opportunity to work directly with the founder on an ongoing basis who is focused and accountable to each client. Whether under consultative or discretionary engagement, investment advice is grounded in independent research and the knowledge that each client may have a different appetite for return and tolerance for investment risk in all its forms.
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Did You Know?A Lost Decade of Stock Investing? The S&P 500 stock index had an annualized loss of 1.59% for the ten years ended June 30, 2010, while the MSCI Emerging Markets Index earned 10.34% a year for the same decade. A million dollars invested in the S&P 500 Index on July 1, 2000 would have declined in value to $852,000, while one million dollars invested in the MSCI Emerging Markets Index would have grown to $2,670,000. |
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