Portfolio Management
Active, Research-Driven Portfolio Management
Newport Wealth Management provides discretionary portfolio management services — meaning we make day-to-day investment decisions on your behalf, based on your risk tolerance, time horizon, and any unique restrictions. Portfolios are built from individual stocks and ETFs, guided by rigorous bottom-up research, macroeconomic analysis, and an focus on risk management.
This is not cookie-cutter investing. Every portfolio is actively managed, continuously monitored, and adjusted as market conditions and your personal circumstances evolve. Your assets remain in your name at a third-party custodian at all times — giving you full transparency and control.
How We Manage Your Portfolio
We combine bottom-up security research with top-down macroeconomic analysis to build portfolios that are both thoughtfully constructed and actively managed. Risk management is not an afterthought — it is central to every decision we make.
Deep Security Research
Thorough, bottom-up research on individual stocks — analyzing fundamentals, building forecasts, valuations, and long-term prospects before any security enters a client portfolio. We do the work so you don't have to wonder what you own or why.
Macroeconomic Analysis
Top-down macroeconomic research informs overall asset allocation decisions — helping to position portfolios appropriately across market cycles, interest rate environments, and shifting economic conditions.
Risk Management Focus
Protecting what you've built is just as important as growing it. Risk management is central to everything — from portfolio construction and position sizing to ongoing monitoring and continual adjustment as markets and conditions evolve.
A Portfolio for Different Risk Profiles
We manage several distinct portfolio models, each designed for a different risk tolerance and investment objective. All models are actively managed and broadly diversified across domestic and international markets. Models can be additionally customized based on any client-imposed restrictions or preferences.
Dynamic Conservative
Designed for investors who are willing to accept a low level of risk. This actively managed portfolio may consist of fixed income, absolute return, currency, and cash or cash alternatives, with an emphasis on lower volatility investments that provide a yield.
Dynamic Income
Designed for investors willing to accept a low-moderate level of risk. This actively managed and diversified portfolio may consist of equity, fixed income, absolute return, and alternative investments. The focus is on yield-generating investments such as dividend paying stocks and fixed income, with broad domestic and international diversification.
Dynamic Income with Growth
Designed for investors willing to accept a low-moderate level of risk. This actively managed and diversified portfolio may consist of equity, fixed income, absolute return, and alternative investments. The focus is on income-producing investments alongside capital appreciation potential, with broad domestic and international diversification.
Dynamic Growth and Income
Designed for investors willing to accept a medium level of risk. This actively managed and diversified portfolio may consist of equity, fixed income, absolute return, currency, and alternative investments. The focus includes investments providing both capital appreciation potential and income, such as dividend paying stocks and fixed income securities.
Growth
Designed for investors willing to accept a medium-high level of risk. This actively managed and diversified portfolio may consist of equity, fixed income, absolute return, currency, and alternative investments. The focus includes investments providing long-term capital appreciation as well as yield, such as dividend paying stocks and fixed income, with broad domestic and international diversification.
Aggressive Growth
Designed for investors willing to accept a high level of risk. This actively managed and diversified portfolio invests across global markets into domestic and foreign equity, fixed income, absolute return, and alternative investments. The focus includes growth-oriented stocks, alternative investments, and below investment grade fixed income, with broad domestic and international diversification.
Stock Only
Designed for investors willing to accept a high level of risk by investing across global markets in just one asset class. This actively managed and diversified portfolio consists exclusively of domestic and foreign equity. Risk is managed through investment selection, sector selection, and concentration limits on any one particular stock. The focus includes investments with the potential for significant capital appreciation, with broad diversification within the equity asset class, both domestic and international in scope.
Transparent Fees. No Surprises.
Consistent with our commitment to transparency and the fee-only model, all fees are clearly disclosed upfront. There are no commissions and no hidden charges. Our only compensation comes directly from clients for services rendered.
Account Minimums
Portfolio management services are generally subject to account minimums. Minimums may vary depending on the service type and individual client circumstances. Please contact us directly to discuss whether your situation is a good fit.
Portfolio monitoring and consultation services may be available without standard account minimums.
Fee Schedule
Newport Wealth Management is a fee-only registered investment advisor. Our complete fee schedule is disclosed in our Form ADV Part 2, which is available for review at any time.
We are happy to walk you through our fees on an introductory call — no obligation required.
Always Informed. Always in Control.
Every client receives access to a suite of institutional-grade technology tools designed to keep you fully informed about your portfolio and your broader financial picture.
Secure Client Portal & Reporting
Powered by Advyzon — rated #1 in client portal satisfaction in the 2025 Kitces AdvisorTech Research Report — your portal provides 24/7 access to:
- Monthly performance reports with detailed breakdowns of returns, allocations, transactions, and unrealized gains/losses
- Interactive portfolio performance views across any time period
- Secure document storage — statements, tax documents, and reports archived and accessible anytime
- Available via desktop or mobile app
Ready to Talk About Your Portfolio?
Reach out for a complimentary introductory call. We'll talk through your situation, your goals, and whether our approach is the right fit for you — no pressure, no obligation.
Take the First Step Toward a Better Financial Future
Complete our short questionnaire and we'll reach out to schedule a complimentary introductory call — no pressure, no obligation.