We Are Independent Investment Managers

Loading...

Since 2017, Newport Beach Investment Group has combined comprehensive service with actionable guidance to deliver superior results. More specifically, we manage our clients’ financial advisory and investment banking needs. Our services include portfolio advisory and trading, corporate and investment banking solutions, fund creation, M&A advisory, capital formation, stock certificate liquidation and transfer, and much more.

Believe actions over words. Compelling ideas are common and prompt execution is rare. To this end, we deliver best-in-class results by encouraging a culture of achievement. By working directly with licensed investment professionals, we ensure proper compliance and underwriting standards throughout the investment lifecycle.

The secret to our success is simple yet powerful: we find creative ways to move forward by outcompeting our competition.

By combining these elements, mindset, and culture, we created a successful constantly-evolving collaborative environment focused on solving our clients’ biggest investment and business challenges.

ABOUT

SERVICES

ALTS

OWNERS & CEOs

INVESTORS

INTERMEDIARIES

Investment Mindset

An advanced fighter can’t fly without an expert crew of dedicated airmen supporting its mission. Think of your business and investments as a finely-tuned aircraft capable of engaging any challenge and emerging victorious. To achieve this objective, one must prepare by utilizing all available tools and resources. In your case, this means engaging a team of professionals who’ve dedicated their careers to achieving investment success.

We view successful investment outcomes as our existential mission and our unwavering guiding light.

Loading...

Strategic Vision

Our strategic vision is guided by an investment approach focusing on only the most compelling risk-adjusted investment opportunities.

We are not a monolithic organization, our model excels by partnering with the most capable service providers and investment companies, and we bring these relationships to bear for our clients in both a qualitative and quantitative approach. This strategy means our industry reach is second-to-none and has yielded superior outcomes for both our clients’ executive leadership, investment portfolios, and their company’s stakeholders.

Our industry relationships cultivated over decades, myriad trial and error experiences, and the tenacity of our associates means that we can quickly assess and execute ideas that bring significant near-term value to our clients. We embrace technology, and we constantly monitor how the technology landscape is evolving to continually adapt our approach as conditions dictate. This has served us well because market shocks faced in 2020, 2021, and 2022 have increased the speed at which the investment landscape has evolved.

As a result,  we offer a range of scalable and robust investment strategies and services that benefit our clients of all sizes, whether they are based in the United States or internationally.

We are agile, innovative, and have a strong commitment to the success of our clients and employees. We believe this makes Newport Beach Investment Group a great place to do business and an exciting place to work.