Why choose Portfolio, LLC?

At Portfolio, LLC we are:

* Your Fiduciary: We are ethically and legally required to only act in our clients’ best interests. As advisors registered under the Investment Advisor Act of 1940, we are held to a higher fiduciary standard rather than a stockbroker’s “suitability” test.

* Fee only: We do not receive compensation or kickbacks from any commission-based products including mutual funds, annuities, and insurance. All revenue is derived from the advisory services we provide for our clients.

* Transparent: We provide 24/7 access to client accounts from two sources, a custodian and a third party reconciliation agent. We do not hold clients’ funds or securities and use well-known independent custodians.

* Experts: We are a talented, professional team whose extensive experience is unparalleled. To maintain that level of expertise, our firm is committed to ongoing training and education to continuously enhance our knowledge and skills. We publish to ensure we keep current.

* Independent: Our only business is money management. We are privately owned and are not limited to the agenda of a single institutional research department or under the control of any corporate shareholders. This frees us to make recommendations based solely on our clients’ needs without conflict of interest.

* Dedicated to service: We are devoted to meeting the needs of our clients.