Philosophy
Portfolio’s investment philosophy is an outgrowth of our dedication to act only in our clients’ best interests. As active, conservative investors, our investment decisions are based on a pragmatic combination of fundamental and technical analysis. With global economic activity in a constant state of change, we look for opportunities in diverse asset classes. Our choice of investments is based on each client’s risk tolerance and income or growth requirements.
Our clients
We provide high net worth individuals, families, private fiduciaries, and corporate trustees with comprehensive investment management services.
Our clients include:
Business owners working to create wealth and save for the future
Retired executives planning a legacy and wanting to secure a stream of income for a lifetime
Inheritors of estates who may have little experience with managing money
Working professionals who have a 401k rollover or want to know more about planning for retirement.
Independent trustees looking for unique strategies or comprehensive portfolio management.
Sophisticated investors who no longer want to deal with the stress of managing money.
Investment Management
Investment Policy Statement
Our ability to provide the best financial advice is dependent upon the accuracy and completeness of the information our clients’ provide. So we ask for active participation in the formulation of the Investment Policy Statement (IPS). The IPS is the blueprint for our investment advice.
Investment selection, allocation, and monitoring
Managing investments is our only business. 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. Our policy of active management entails daily monitoring of client portfolios.
Detailed reporting
Transparency is crucial in this post-Madoff world so we provide statements of accounts from two independent sources. Clients receive a monthly investment statement from a custodian and a quarterly performance statement from a third-party reconciliation agent. In addition, clients have 24/7 access to both sources of information via phone or internet.
Client Education
“Risk comes from not knowing what you’re doing” Warren Buffett Educating our clients is a priority at Portfolio, LLC. We have an extensive library of published articles, hold monthly seminars, and send weekly market updates via email. We also make our research reports of larger holdings available, so that our opinions can be understood. Our firm is ready to answer any questions and we encourage clients to be informed investors.
Financial and Strategic Planning
Comprehensive Financial Plans
At Portfolio, LLC, a comprehensive financial plan is available to any client who wants to understand current and future financial needs and wants. We map out a personalized strategy for all financial goals. The plan is monitored and updated as circumstances change.
Strategic Planning
Why put all your eggs in one basket, without the checks and balances of using independent professionals? To remain free of any conflict of interest, we do not offer legal or accounting services but prefer, instead, to work closely with clients’ independent estate planning attorneys and CPA’s. We communicate and coordinate information so that clients can choose the most competent professionals and control the strategic planning process.
