WHO WE ARE
Newport Investment Advisors, Inc. (NIA), a fee only investment advisor was founded in June of 1988 by Kenneth M. Holeski, President, Founder, and Chief Investment Officer. The company serves a diverse list of clients, which includes individuals, businesses, labor unions, non-profit institutions, trust & estates, endowments, charitable organizations and retirement plans. Previously, Mr. Holeski was a founder and Chief Investment Officer of a registered investment advisor from 1984 to 1988. From 1979 to 1984, Mr. Holeski was a CPA before leaving Ernst & Young to enter the investment management industry.
Newport Investment Advisors, Inc. has received national recognition for its performance in various publications including BARRON'S, THE WALL STREET JOURNAL, INVESTOR'S BUSINESS DAILY, PENSIONS & INVESTMENTS and CNBC.
CIO & Founder
ABOUT OUR COMPANY NAME AND SAIL LOGO
The company name has its origin from the founder’s family vacation to New England. The vacation included a stop in Newport, RI.
In the late 1800s, Newport was the vacation playground of the rich and famous. It was one of the three most important ports in Colonial America during the 1700s. It was the home to several hundred families who possessed more than 80% of America's wealth during the late Victorian period.
As mansions and villas sprung up, each more elaborate than the previous, the perfect vacation setting was established for "The 400", an elite group of very wealthy individuals. The families included the likes of Vanderbilt, Berwind, Oelrich, Astor, Widener, and Duke.