A Team of Experts
A TEAM OF EXPERTS
Newport's 28-person investment and fiduciary consulting team is comprised of dedicated experts with a wide variety of professional designations, including CFA, CFP, CLU, ChFC, FSA and AIFA. Collectively, the team is dedicated to research and ongoing consulting support to plan sponsors.
Chief Investment Officer
oversees all asset management services and serves as President of Newport Group Securities, Inc., Newport's broker/dealer and registered investment advisor.
Senior Investment Consultants work proactively with plan sponsors on menu construction, manager selection and the development of diversified asset allocation portfolios, as well as conducting investment education seminars for plan participants.
Senior Investment Research Analysts provide in-depth, original qualitative research and are responsible for manager selection and ongoing monitoring.
Quantitative Analysts are responsible for evaluating Newport investment manager performance, developing and maintaining Newport's asset allocation framework and risk-based model portfolio allocations.
Qualified Plan Consultants are responsible for delivering Fiduciary Consulting Services, conducting plan diagnostics, and managing provider and platform searches and ongoing evaluations.
For sales information, please contact:
Amy K. Parker, AIF
Managing Director, Investment and Fiduciary Consulting Services