Institutions

Newport Capital Group is an Independent Registered Investment Advisor* with the SEC under the Investment Advisor Act of 1940. We are held to a fiduciary standard, and must act in the best interest of our clients. Our undivided client loyalty allows Newport Capital Group to serve in a fiduciary capacity, the highest standard of care available under law.

As consultants to organizations across the United States, Newport Capital Group offers total retirement solution services for all types of plans including but not limited to; defined contribution, defined benefit, 403(b) plans, non-qualified and endowments. We are completely independent in our approach and therefore have no allegiance to any investment products.

We specialize in this business, and do not focus on any other aspects like Health and Welfare plans. We are committed to providing the highest level of service possible, hiring only the brightest minds in the business, and are dedicated and committed to the retirement plan industry.

Newport Capital Group’s mission is to help plan sponsors fulfill their fiduciary responsibilities under ERISA. We live our mission by stating that our clients always come first. We focus on delivering unbiased perspective and processes that are disciplined and proven specifically for retirement plans.

*Being a Registered Investment Advisor does not imply any certain degree of skill or training.