We are excited to provide a single easy to access and secure location for you to view your account and performance information.
If you previously accessed your reports and accounts through David Meltzer and Associates, Inc. website, this is your new access point.
Click on Newport Advisory logo below to Log In (See your investment reports)
Custodians (See your statements)
Resources
Should you have any questions or difficulties, please contact us at (949) 622-9000.
For historical performance reports previously obtained from the David Meltzer and Associates, Inc. website, Click Here.
The information being provided is strictly as a courtesy. When you access these links you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through these websites.