| Newport Capital Group’s commitment to serving the non-profit sector is an integral part of our business. We provide investment management and related services for private foundations, endowments, community foundations, universities, colleges, and other not-for-profit institutions. Based on our experience with non-profit clients, it is our belief that each institution has unique needs, and therefore we do not believe in cookie cutter solutions. In customizing solutions for our clients, we provide a full range of investment and non-investment services.
We work with endowments and foundations to create customized asset allocation programs. Portfolios are constructed based on a clear understanding of our clients’ return goals, risk tolerance and investment constraints. Once a portfolio is constructed, we will continue to provide ongoing monitoring to ensure that the needs and goals of your institution are continually met. |