As part of our firm's planned evolution, we are pleased to make you aware that our private client and equity teams will be merging with our sister firm, Kayne Anderson Rudnick Investment Management (KAR) beginning in 2012. Your accounts will not be affected and your portfolios will continue to be managed and serviced by the same teams and personnel based in San Francisco. Learn More

Our mission is to provide creative, well-executed portfolio solutions and a positive contribution to each client's overall investment goal.

We provide separately managed portfolios as well as an array of other solutions to meet your unique circumstances. Our disciplined investment process takes into consideration the special tax circumstances of our private clients. We can build a personalized long-term investment plan including a broad spectrum of investment offerings, or provide discrete investment portfolios for clients who specify their investment preferences.

We are committed to delivering a high quality of service. Senior investment professionals with an average of over 15 years in the industry are responsible for client relationships. We recognize changes in circumstances and shifts in capital market conditions can alter the prospects of meeting personal financial goals. At Newfleet Asset Management, you can rely on a high level of communications with experienced portfolio advisers who listen carefully and are continuously gauging the impact of market conditions on your portfolio.

Equity
Growth With Controlled Risk (Large cap)
Small Cap Growth
All Cap Growth


Fixed Income
High Yield
Leveraged Bank Loans
All-Weather Bond Strategy
Corporate Credit
Enhanced Core
Investment Grade
Cash Management
Municipal Bonds