Private Debt
A portfolio of loans to mid-market U.S. companies
Newport Private Wealth
We take a different perspective. Yours.
You protect your health and family. We’ll protect and grow your wealth.
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Featured
Q2 Quarterly Investment Update
In this Second Quarter Investment Update, Newport Chief Investment Officer, Mark Kinney shares how we’ve protected capital, while continuing to generate cash flow and returns. With a disciplined investment approach, Newport continues to show strong year-to-date performance.
More >“Newport is disciplined by design, not driven by headlines. Our goal is to manage portfolio risk while increasing the consistency, repeatability, and quality of the returns.”
We built the kind of company we needed, and couldn’t find.
IN 1998, we were senior investment executives who had helped build a company that was bought by a major bank. We’d seen the flaws in traditional business models: an emphasis on gathering assets over managing assets, inherent conflicts of interest, and no ability to access to institutional-quality investments.
IN 2001, we set out to create a new kind of wealth management firm – based on what we wanted for the management of our own wealth and the practices of ultra-high-net-worth investors. We were Newport’s first clients.
TODAY, we are one of Canada’s largest independent private wealth firms. We have many more clients, but our principles remain the same.
Independent Outside the Box Thinking
Active management should be just that. We don’t follow the crowd and our portfolios look nothing like the index. We think differently to protect capital and seize opportunity.
The Returns You Expect, Lower Risk and Volatility
The “smart money” knows steady performance is better performance. Our aim – and our track record – is to meet or exceed benchmarks after fees over a full market cycle, with less risk and volatility.
Exclusive Private Investments
It’s well known that alternative private assets help stabilize portfolios. And the quality of institutional-level private investments we are able to source is out of reach for most investors – and investment firms.
Timely Transparent Communications
Performance reporting that’s clear as day and regular, honest communications tell you exactly how your portfolio is doing, what our investment strategy is and why. No more guesswork.
Alignment and Accountability
Your money is invested alongside ours in the same strategies and investments.
Wealth Planning Expertise
Comprehensive advice to organize and optimize your wealth and peace of mind. Because if you’re just managing your investments, you’re not truly managing your wealth.