Newport Investment Advisors, Inc.

Overview

Newport Investment Advisors, Inc. is a small corporate RIA owned by an individual that combines accounting-related services with discretionary and non-discretionary portfolio management for individuals, families and small businesses. The firm serves both individual & family and institutional clients and charges clients via a mix of percentage-of-AUM and fixed fees. Investment stewardship is handled at a modest scale and the adviser does not report active ESG investing activity or multi-state adviser status. The firm’s regulatory classification is listed as unclassified in the source data. Advisory activities emphasize portfolio management for individuals and small businesses, which suggests integration of tax and accounting perspectives into investment decisions given the firm’s accountant business activity.

Assets & Accounts

Investments & Alternatives