$61.6M Total AUM
$60.3M Disc. AUM
-- 3Y CAGR
1 Employees
163 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-23-2025
- Office Locations
- 1
Office Locations
-- Clinton TWP MI
About OUR Investment GUY
Our Investment Guy is a fiduciary financial planning and wealth management practice serving Metro Detroit from Clinton Township, MI. Led by Doug Newport (20+ years experience), it delivers integrated financial and retirement planning for individuals, families, and local businesses. Portfolios emphasize diversified asset allocation using ETFs and public funds, with ESG/SRI options; Schwab is a primary client custodian.
Team overview
-- AVG AGE
$61.6M AVG AUM / ADVISOR
$378.0K AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DOUGLAS MICHAEL NEWPORT
Chief Compliance Officer, Owner
- CRD
- #4890612
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,316,000 | -- |
| Non-Discretionary | $1,300,000 | -- |
| Total | $61,616,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Other:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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