Our Culture

Our Mission

Our mission is to deliver exceptional retirement plan, insurance and consulting solutions. We aim to do this through extensive knowledge, industry expertise and outstanding client service, and by adhering to our core values.

Our Values

We keep our commitments and promises. We hold ourselves and each other accountable for delivering results and achieving goals. By keeping our word, we give clients a sense of security.

Client Focus
Our clients are at the center of everything we do. We are committed to providing efficient solutions by focusing on priorities and the core task at hand. By eliminating the noise, we make things easier for our clients.

We partner with others to achieve shared goals. The best solutions are delivered through the exchange of ideas and open communication. By working together, we find better outcomes for our clients.

We take pride not only in what we do, but how we do it. We treat colleagues, clients, partners and vendors with honesty, fairness and respect. Through our actions, we build trust.

No one knows our business like we do. We are committed to continuous learning to stay on top of our evolving industry. Through our collective knowledge and experience, we drive powerful results.

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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 www.newportgroup.com, or advisorinfo.sec.gov.  

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.