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Posts from the ‘Discretionary Portfolio Management’ Category

5
Feb

Newport Private Wealth

Newport Private Wealth is one of Canada’s largest independent wealth management firms for high-net-worth individuals. Its investment approach is purpose-built for individuals who want to earn income from their investments, grow their wealth ahead of inflation and protect their capital from significant or permanent loss. To achieve these objectives, Newport invests in a broad universe of traditional and alternative investments so client portfolios are less dependent on the ups and downs of the stock market. For specialized expertise in these asset classes, it retains independent money managers – many of whom are unavailable to individual investors. The investment process is overseen by Newport’s Investment Committee – a seasoned team of professionals who manage the portfolios of some of Canada’s wealthiest families. Newport’s services are best suited to individuals with a minimum of $1 million to invest.

For investors with $200,000 to $1 million, Lonsdale Portfolios, a division of Newport Private Wealth Inc., allows investors to benefit from the investment advantages enjoyed by ultra-high-net-worth and large institutional investors.

 

Drake Wellington makes client introductions to Newport for its discretionary investment management services through its association with Raintree Financial Solution. Raintree Financial Solutions and Newport Private Wealth Inc. have entered into a Referral Agreement. When you become a client of Newport, a referral fee is paid to Raintree Financial Solutions from the discretionary investment management fees it earns.