About Us

At Portfolio our investment goal is to both protect the wealth entrusted to us and to grow it over time. As a boutique firm, we are free to have faith in our own best ideas. We do our own research in analyzing current and potential investments.

First, we go straight to the source, the company itself, to study their annual reports and other financial data filed with the SEC. Second, we analyze both the credibility of the financial data and the quality of the firm and its management team. From there we develop and compile a focused list of well-known, well-capitalized, and well-managed companies. Fundamentally, our point of view is that purchasing a stock is owning a claim on a company’s earnings. Finally, we accumulate stock and maximize profits by taking advantage of the inept forecasts of economists, the hyped financial media, and the madness of crowds.

As important as how we manage our clients’ assets is how we serve our clients themselves. Portfolio has a strong, general belief in transparency. We have a simple fee structure billed in arrears, with no hidden charges, no sales loads, no commissions and fees for wire transfers or check writing. As an independent RIA, we have a fiduciary duty to our clients to act in their best interests. Third-party reconciliation and custodianship ensure that there are no conflicts of interest. We also make our research reports of larger holdings available, so that our opinions can be understood and questioned. Our policy of active management entails daily monitoring of client portfolios, and we keep our clients abreast of any changes in the market. Finally, clients are involved in the investment process from the start, and portfolios are tailor-made from the bottom up to suit individual needs and desires.