We would like to introduce you to our affiliates. The following professionals and organizations work with us to provide exceptional advice and service to our clients. Our affiliate relationship provides a secure line of communication and a level of accountability that ensures our clients' needs are met.
Please note: there is no compensation or fee sharing between Portfolio and any of our affiliates.
Ahr & Quezada, P.C. is a tax and estate planning boutique firm with over 45 years of experience. Working with businesses, individuals, charitable organizations, and tribal entities they are experts in Trust and Estate Planning and Administration, Tax Controversies and Audits, Federal and State Taxation, Tribal Law and Taxation, Employee Benefits, and Probate. Tracy J. Ahr and Linda M. Quezada are partners. Phone: 505-821-5122 Location: 6733 Academy Road, N.E., Suite A, Albuquerque, NM 87109, email: lmq@aqtaxlaw.com
Heritage Trust Company of New Mexico and Winter Accountancy, P.C. CPAs
Heritage Trust Company was founded in 1994 as the only independent trust company in Northern New Mexico helping families manage, protect and distribute their assets. Its affiliate, Winter Accountancy, provides tax and accounting services to Northern New Mexican businesses and individuals.
TaosCPA.com, the company offers clients a hands-on approach simplifying the process of bookkeeping and tax preparation and filing.
Fred E. Winter, CPA is President. Phone: 505-758-7700 Location: 630 Paseo Del Pueblo Sur, Taos, NM 87571 Web address: www.HTrust.com
The Macsavage, Member of the Apple Consultants Network, provides Apple Mac based computer solutions to businesses and individuals. Kirk Stowe, founder and Apple certified, personalizes services to meet clients’ needs. Macsavage will create a seamless switch from Windows to Mac, ensure wireless network security, and train clients so that they reap the full benefits of being a Mac user. Kirk can be reached by phone: 720-201-7991 or email: kirk@themacsavage.com. Visit his website for more information:www.themacsavage.com
Portfolio is proud to be an Official Sponsor of the 2008 Santa Fe Film Festival. Lee Eugene Munson also serves on the board of directors.
The five-day event will take place between December 3rd through 7th. Please check out the website for more information. If you have an interest in attending or sponsoring the event you may contact Lee directly at lee@portfoliollc.com.
NM Angel Investors
We are active participants and corporate sponsors of the New Mexico Angel Investors. The group is a non-profit organization that brings together accredited investors to present early-stage investment opportunities. If you are interested in attending a meeting as our guest or joining the organization, please contact us directly. As part of our comprehensive service, we work with clients on their speculative investments in addition to our core conservative asset management. Such investments include: angel investments, real estate, and alternative investments like hedge funds and private placements. If you have an early stage direct investment and would like to have it considered for presentation to the group, let us know and we will connect you with the right people.
ACCIÓN New Mexico•Arizona
ACCIÓN is a nonprofit organization that supports entrepreneurs by providing access to business credit and loans. Lorraine Ell is Co-chair of the Mentorship Committee that organizes the mentoring of local business owners optimizing their chance for success. If you are interested in more information about ACCIÓN organization, or would consider becoming a mentor, please contact Lorraine at lorraine@portfoliollc.com. I welcome your help.
