Newport Investment Advisors, Inc.
Investment Advisors has developed a number of programs to
meet the needs of a diverse group of investors. The
following is a representative sample of our programs
including a fixed income program, equity program and
combination program. Please call us for additional detail
on any of these or other Newport programs.
Newport Investment Advisors Flexible Bond program is our longest established and most popular program. It is designed to preserve capital while attmepting to outperform market indexes and other bond fund managers. It is an excellent choice to balance a more aggressive portfolio. This program is also very popular for retirement plans, investors nearing retirement, and for more risk averse investors. The primary objectives of this program are preservation of capital and income. The secondary objective of the program is appreciation. Utilizing Newport's sophisticated bond timing models and strategy, this program continually outperforms the market.
Like our Flexible Bond program, Newport's equity programs are managed utilizing our proprietary reactive allocation models. When market conditions are favorable, the strategy invests in equity mutual funds exhibiting strong relative strength. This program is designed for a slightly more aggressive investor who still desires to protect capital. The primary objective of these programs is capital appreciation. The secondary objective is preservation of capital.
Flexible Bond Plus
Newport's Flexible Bond Plus is a unique program that combines the solid, consistent performance of our Flexible Bond Program with a boost from the stock market. We accomplish stock market-like returns without taking the risk of a buy and hold stock market strategy by taking advantage of well established seasonal influences. The primary objective ofthis program is income. Its secondary objectives are appreciation and preservation of capital.