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.

 

Copyright © 2015-2020 Newport Group, Inc.  All rights reserved.
Unauthorized access is prohibited. This site is designed for U.S. residents only.

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 and wholly owned subsidiary of Newport Group, Inc.
Securities are offered through Newport Group Securities, Inc., a dually registered investment advisor and broker dealer, member FINRA and affiliate of Newport Group, Inc. Securities in California are offered under the Newport Securities Insurance Services. See BrokerCheck for more information. Other insurance products may be offered by Newport Group, Inc.
For more information about Newport Group Consulting and its services, please refer to our Form ADV Part 2A.
Newport Trust Company, is a New Hampshire state chartered trust company and wholly owned subsidiary of Newport Group, Inc. Newport Trust Company provides independent fiduciary and trustee services for employee benefit plans.