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CPAs

The Newport Group can provide daily valuation recordkeeping without the high costs of software, hardware, labor, ongoing expenses, and the added risk that can be associated with in-house daily valuation services. Newport performs the most difficult and time-consuming tasks associated with the daily valuation business for you, all with no load, non-insurance based investments.

Newport helps you build a profitable, multi-fund-family daily valuation offering that is competitively priced—allowing you and your referral partners to win business, season after season. We complement your existing services and strengths with our areas of expertise:

  • Over 5,000 no-load, brand name mutual funds
  • Flexible plan choices
  • Established trading platforms with Schwab, Fidelity, and the NSCC
  • High-quality daily valuation recordkeeping
  • Investment management and sub-advisory services
  • Administration services
  • Customizable website for participants and plan management
  • Participant education, online advice, tools, and services
  • Education and training for our partners
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