Newport Securities Corporation

Newport Securities Corporation provides personalized portfolio management services for individuals and high-net-worth clients. Founded in 1980 and based in Temecula, California, the registered investment advisor builds custom portfolios tailored to each client's specific financial goals, risk tolerance, and tax situation. Newport Securities offers three core investment strategies: cash flow and capital preservation, a blended return portfolio combining income and growth, and an aggressive equity growth strategy. Clients work directly with the founder and portfolio manager, Jeffrey Kilpatrick, who personally oversees all investment decisions. Client assets are held at Charles Schwab, which acts as the independent custodian and broker. Newport Securities does not offer standalone financial planning or provide robo-advisor services; its primary focus is discretionary and non-discretionary investment management.