Portfolio, LLC
The Portfolio Advantage
At Portfolio Asset Management 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.
* 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.
Portfolio, LLC is an independent Securities and Exchange Commission (SEC) registered investment advisory firm offering personal money management.