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Newport Investment Advisors,Inc.

23775 Commerce Park Road
Cleveland, Ohio 44122
United States
 
Contact :      Mr. Ken Holeski
Phone :       (216) 514-5151
Fax :             (216) 514-4848
Email :         kholeski@1800newport.com
Web :           http://www.1800newport.com

Newport Investment Advisors,Inc. Information

Type of organization :
Total Assets Managed ($Mil) : $100
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1988
Wrap Programs Offered? : Yes
# of Accounts Managed : 200
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Newport Investment Advisors,Inc. History

Newport Investment Advisors, Inc. was started in July 1988 by Kenneth M. Holeski, President and Chief Investment Officer. The firm specializes in fixed income management with long history of market topping returns with very low downside risk. Firm has only had two losing quarters in 12.5 years. Discipline utilizes mutual funds. The company serves a diverse list of clients, which include individuals, other brokers and investment advisors, businesses, unions, non-profit institutions, endowments and charitable organizations and retirement plans.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Newport Investment Advisors,Inc. Personnel

Mr.  Kenneth Holeski

President/CEO
Tel : (216) 514-5151
Email: kholeski@1800newport.com

Ms.  Beth Perry

Executive Assistant
Tel : 216-514-5151
Email: bperry@newport.com

Newport Investment Advisors,Inc. Product Name

Report Created: September,26 2020.  Copyright Money Manager Review , All rights Reserved.
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