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Portfolio is dedicated to act only in our clients’ best interests by designing investment strategies to suit individual needs and desires. Our policy of active management, transparent reporting, and client education provide our clients with peace of mind.

Latest News

7 Reasons Why Stocks Still Matter-Lee Munson quoted in Kiplinger

Lee Munson gives advice on inherited collectables in the Wall Street Journal

BP too risky? Housing? Gold?... Lee Munson on FOX Business News

Buy America—The Socialists Haven't Won Yet: Portfolio CIO Lee Munson on "The Kudlow Report"

Financial Regulation: Portfolio CIO Lee Munson on "The Kudlow Report"

Lee Munson on CNBC's "Closing Bell" June 21, 2010

Money 101 by Lee Munson, CIO of Portfolio Asset Management, Goes National

ORNAX: A Muni fund turning into a REIT? By Lee Munson and Charles R. Major