Newport Private Capital offers investors an actively-managed portfolio in the context of a complementary range of comprehensive, wealth management services. As evidenced by the historical performance of our portfolio managers and subadvisers, investment management is our primary focus and core competency.

We view capital as a precious, irreplaceable commodity. Accordingly, our primary investment objective is the retention and preservation of the capital that our clients entrust to us over the long term.

A commonality amongst high net-worth individuals is that they have already accumulated sufficient wealth, and they are not intentionally trying to hit a home run on their investment capital; nevertheless, the opportunity for growth and capital appreciation is still desired. We strive to consistently achieve this goal, thereby potentially increasing the wealth values for our clients' portfolios.

Since our inception, our goal has been to double our clients' assets every six years. This is tantamount to a 12% annualized rate of return. Over the long term, achievement of this objective would allow us to meaningfully outperform the long-term rate of return of equities and fixed-income alternatives while not undertaking the risks and concomitant volatility that accompanies a high-hurdle rate.

Our performance benchmarks are expressed in absolute, not relative, terms. In our view, measuring investment performance against an index is a short-term, bull-market approach resulting in risks taken to achieve performance matching the index. Relative performance violates our principle of capital preservation, and it fails to produce significant capital appreciation over the long term.

Portfolio management is often based on the paradigm of efficient markets and rational investors. Risk is diversified by asset allocation among funds, and average market returns are accepted. We observe a different reality: financial markets are not always efficient or in equilibrium. Investors sometimes behave irrationally, make mistakes, follow the herd, or overact to disruptive events. Such anomalies create temporary investment opportunities, which we attempt to actively exploit.

Our investment protocol consists of predetermined profit targets and strict sell disciplines. We utilize both fundamental and technical analysis. The premise behind all of our investment methodologies is to seek a margin of safety. This spread between the market value of an investment and its underlying intrinsic value, or true net worth, creates a tolerance for error.

Our portfolio managers direct all of your transactions and monitor the performance of your portfolio on a continuous basis. This active-management style will relieve you of the burden of day-to-day investment decisions and provide you with the peace of mind you deserve.