Videos and Webinars

A Quick Overview of Our Managed Account Service

Sep 08, 2020

Personalized advice provides retirement plan participants with a host of benefits – especially during these uncertain times. Newport has introduced a new, advisor-friendly managed account service that allows you to grow your business while helping your clients and their employees.

Newport’s "advisor-friendly" managed accounts service:

  • works with your investment lineup and strategy
  • doesn’t compete with advisors as primary contact
  • may serve as a plan’s QDIA
  • is an affordable option for all of your clients, no matter the size of their plan
  • provides advisors with a scalable solution for all participants, allowing advisors to focus on who needs them most

Ready to learn more? Download an overview of the Managed Accounts program here.

You can also watch the full webinar below,  contact your Newport representative for more information, or Request a Proposal today.

Full Replay:
Four Reasons to Consider Newport's New Managed Account Service

Original Air Date: July 22, 2020


Newport’s Managed Account service is a new way to grow your business and further strengthen relationships with clients. Led by Newport’s thought leaders, this webinar explores four key ways that our Managed Account service can help you meet your business needs.


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Newport Group, Inc. and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services. 

Investment Advisory and fiduciary consulting services are offered through Newport Group Consulting, LLC, a registered investment adviser. Securities are offered through Newport Group Securities, Inc., a dually-registered investment advisor and broker dealer, member FINRA. Securities in California are offered through Newport Securities Insurance Services. For more information about Newport Group Consulting and its services, Newport Group Securities, Inc. or Newport Securities Insurance Services and services offered, please refer to our Form ADV Part 2, which is available by contacting us at 407-333-2905, visit our website at, or  

Newport Trust Company is a New Hampshire state-chartered trust company Newport Trust Company provides independent fiduciary and trustee services for employee benefit plans.

Newport Group Consulting, LLC, Newport Group Securities, Inc., and Newport Trust Company are subsidiaries of Newport Group, Inc., an Ascensus Company.