© 2018 Newport Asset Management

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Newport Asset Management

Newport Private Wealth Pty Ltd  (ABN 16 166 931 960)

Australian Financial Services Licence  451820

 

Terms & Disclaimer

THE BENEFITS

The Benefits

 

  • Global strategic asset allocation benchmarks and targets (Momentum)

  • Model portfolio construction (Newport)

  • Actively managed portfolio “Core” (Momentum)

  • “Satellite” fund research and selection (Newport)

  • Ongoing model portfolio monitoring and management (Newport)

  • Core and Satellite fund performance monitoring (Newport)

  • All portfolio dealing / switching (Newport)

  • Quarterly portfolio reporting via the NAV Global system (Newport)

  • Regular macroeconomic and investment market views (Momentum)