We have found that clients do not care how much we know until they know how much we care. That’s why, at Newport Private Capital, we make each client feel as though he or she is our only client. Our concierge-style service gives each client the attention and reassurance he or she deserves.

Concierge service is comprised of two elements: A dedicated Office Concierge and a personal relationship manager. We have coined the term Office Concierge (the “OC”) to describe the same level of service and credible advice provided by the concierge at a Ritz-Carlton or Four Seasons Hotel. The OC serves as a primary resource center and ensures that efforts remain focused on client service requests. Our sophisticated operational capabilities enable us to provide fast, responsive service.

By managing client wealth, it is safe to say that we are in the trust business. Relinquishing control of your finances to a trusted advisor requires a high degree of trust. Our service philosophy is formulated on the concept that trust is a derivative of reliable service and honest relationships.

As a trusted advisor, the role of relationship manager is to instill trust through the development and nurturing of client relationships, as well as to oversee the effective implementation of customized strategies. Each client has a designated relationship manager on whom he or she can depend to get the job done, and each relationship manager works closely with his or her individual clients. To make certain your needs are attended to without delay, each relationship manager handles a very limited clientele and is assisted by a skilled administrative staff.

Furthermore, you can be assured that you will get a live voice each and every time you call. We encourage your calls and look forward to them.