Management
Benefits of NWA Portfolio Management
INDEPENDENT
• Freedom to use the best funds
and investment options available
• Fiduciary, fee-conscious,
and high-touch
• Highly customized advice –
no cookie cutter plans
A TEAM ON YOUR SIDE
• NWA concierge service team
• 70 years combined experience
• Proprietary institutional relationships
• World-class technology puts your
financial life at your fingertips
• Diverse credentials: CFP, CFS, IAF, MBA
AUTOMATE GOOD DECISIONS
• Tax-efficient automated rebalancing
• Cash flow mapping and automation
• Wealthguard alert system
• Newport Wealth Advisors market
health gauge
TAX OPTIMIZATION
• Tax-loss harvesting
• Roth conversions
• Tax diversification
• Tax-efficient investing
PROPRIETARY ADAPTIVE
PORTFOLIOS
• Low-fee passive index investing
• Actively managed investing
• Socially-conscious ESG investing
• Direct indexing
INSTITUTIONAL ALTERNATIVE
INVESTMENTS
• Invest like the endowments
• Real estate
• Preferred stock
• Structured notes & hedged growth
• Guaranteed investments