12 Reasons to Expect More

  1. Your serious money will get serious attention.
  2. You gain access to exceptional investment opportunities
  3. You wouldn’t hire a cardiologist to perform knee surgery…
  4. You’ll have more control and spend less time managing your financial affairs.
  5. You get more value for your money.
  6. We understand entrepreneurs.
  7. We help you turn your business vision into action.
  8. You deal with peers.
  9. You won’t be a number.
  10. We can connect you.
  11. We invest with you.
  12. You'll benefit from our independent thinking.

  1. Your serious money will get serious attention.
    You want the wealth you’ve accumulated to last and to grow. Rest assured the primary focus of our wealth managers is to keep you wealthy, first and foremost. Our investment management approach is conservative yet opportunistic.

  2. You gain access to exceptional investment opportunities.
    It is common knowledge that diversification is key to investment performance. Unfortunately, most investment advisors are limited to publicly traded stocks and bonds. At Newport Partners, traditional investments are rounded out with exceptional private opportunities in real estate, mezzanine debt, mortgages, private equities etc. The benefit to you as an investor is quite simply more opportunities to make money, steadier performance, less worry and better overall results.

  3. You wouldn’t hire a cardiologist to perform knee surgery…
    Investing, like the medical profession, has become highly specialized. No one investment advisor or money manager can be expert in all asset classes and geographies. Even among fixed income managers there are corporate bond, government bond and emerging market bond specialists for example. Accessing these specialists on your own is difficult, not to mention more work than you may be inclined for. We do it all for you. Through Newport Partners, your money will be invested with independent, third-party money managers who are among the best in class in their sectors.

  4. You’ll have more control and spend less time managing your financial affairs.
    When you invest with us, you gain access to our team’s wealth management capabilities – tax, succession and estate planning, asset and income protection etc. Working with you and other advisors to you, we’ll organize everything you need to ensure your house is in order. So you can feel confident your entire financial picture is, well, as you picture it to be.

  5. You get more value for your money.
    You pay one fee for the investment management of your portfolio – no commissions, no ‘front or back end loads’, no confusion. Our investment management fee also includes access to wealth management advice that is complementary. We encourage you to take full advantage of our services to get the most value for your dollar.

  6. We understand entrepreneurs.
    Our clients are high net worth individuals, many of whom are working or retired entrepreneurs. Many of us at Newport Partners have built and sold our own businesses also. All of us have spent decades advising successful entrepreneurial families so you may benefit from the knowledge that comes from our specialization.

  7. We help you turn your business vision into action.
    We have corporate finance expertise you can tap into to enhance your business interests.  From acquisitions, raising capital, funding liabilities, selling a business, to lowering the cost of employee benefits, be assured you have an unbiased source of expertise and support at your back.

  8. You deal with peers.
    At some institutions you get a new relationship manager every few years. At Newport Partners you deal directly with our partners – people who are highly accomplished in their fields and are with you for the long term.

  9. You won’t be a number.
    We maintain a client-to-partner ratio that is deliberately low. You can be certain we will know you and your family well and be attentive to your needs.

  10. We can connect you.
    When you become a client of Newport Partners, you join a network of successful and accomplished people. Where appropriate, we try to facilitate introductions within our network that are of interest to you. Just another benefit from being connected with our group.

  11. We invest with you.
    Our own money is co-invested with yours on the same terms on all investments, so you can rest assured we are sharing the same risks and rewards.

  12. You'll benefit from our independent thinking.
    We’re not owned by a bank or institution that dictates what we can and cannot offer. So you can count on independent investment advice that is singularly focused on making you money.

We want to hear where you’re heading – with your investments, your business, your life. We can likely help you get there faster, with less worry, more certainty and certainly more money.

Email willis@newportpartners.ca or call 416-867-8590 for more information.