NEWPORT INVESTMENT ADVISORS, INC.

Overview

Newport Investment Advisors, Inc. is a small, privately owned corporate RIA focused on portfolio management for individuals and small businesses. The firm operates primarily as an accountant-adviser hybrid, billing clients via a mix of percentage-of-AUM and fixed fees. Its client base combines individual and family relationships with a limited institutional presence. Newport is not positioned as an ESG-focused manager, does not operate multi-state, and does not serve as a capital allocator; its activity centers on managing client portfolios rather than running proprietary funds. Investment behavior shows a conservative tilt: cash and cash equivalents represent the largest single asset bucket, and the firm relies on mutual funds for core exposure. Newport supplements core holdings with third-party alternative allocations, specifically to real estate and collateralized debt strategies, indicating a willingness to use external managers to access illiquid or yield-focused opportunities while keeping day-to-day portfolio management fairly straightforward.

Assets & Accounts

Investments & Alternatives

Location & Offices