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 Newport Coast Asset Mgmt - RIA

 
 Newport Coast Securities, Inc.
 18872 MacArthur, 1st Floor
 Irvine, CA 92612
 [P] 800.992.5592
 [F] 949.271.1595
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Products & Services
Newport Coast Securities offers both its institutional and retail clients access to an extensive list of investment products and services designed to meet their own unique needs. These investments are selected to help clients grow their asset base, protect their assets, maximize their tax efficiencies and provide clients with wealth distribution strategies for their heirs and beneficiaries. These products and services include:
  • Equities
  • Fixed Income
  • Options
  • Mutual Funds
  • Closed End Funds
  • Exchange Traded Funds (ETFs)
  • Unit Investment Trust
  • Certificates of Deposit
  • Fee Based Accounts
  • Financial Planning
  • Life Insurance
  • Fixed Annuities
  • Variable Annuities
  • Long-Term Care Insurance
  • Disability Insurance
  • Estate Planning
  • Retirement Plans
  • 401k Plans
  • 403b Plans
  • Single K Plans
  • Defined Benefit Plans
  • Retirement Plan Advisory Services
  • College Savings Plans
  • 529 Plans
  • Alternative Investments
  • REITs
  • Specialized Debt Offerings
  • Non-Traded REITs
  • Energy Programs
  • Managed Futures
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