Q3 2023 Quarterly Investment Update

In our Q3 2023 video update, Newport’s Chief Investment Officer Mark Kinney highlights how we position our portfolios, remaining patient in challenging markets. Our strategy prioritizes financial well-being, focusing on income, growth, and diversification for our clients. We meticulously analyze economic trends, and our approach spans public and private markets to navigate high interest rates, inflation, and recession threats.

At Newport, we firmly believe that sound investment principles yield consistent, positive results over time.

If your portfolio is not benefiting from broad asset class exposure and a pragmatic and strategic approach to protecting your wealth, we invite you to get in touch. We would be happy to arrange a call or video conference with a member of our wealth management team to learn more about Newport’s approach.

Watch our video update to learn more.