Investment & Management
Newport Coast Securities, a Registered Investment Advisor, enables its investment advisor representatives to offer custom tailored portfolios to help the individual investor address their own unique set of financial circumstances. These portfolios can be constructed in various ways using separate accounts, third party money managers, Exchange Traded Funds (ETFs), mutual funds, equities and fixed income securities. Utilizing a state of the art advisory platform the investment advisor representatives of Newport Coast Securities provide their clients with advisory services for assets held at other institutions, including assets such as their 401k plan, which previously could not be managed by outside third-party money managers. At Newport Coast Securities all of the client's accounts can be professionally managed. The platform can potentially allow all of the client's investments to be consolidated on one statement, thus making performance reporting and the quarterly review process much easier for the client to understand.
Newport Coast Securities investment advisor representatives can develop detailed financial plans based on their client's financial needs, goals and objectives. These financial plans are designed using the latest wealth management software and tools available.