Advisor at Borden Portfolio Management
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Firm
Borden Portfolio Management
Location
Bellefonte, PA
Credentials
Series 66
Industry experience
1 year
Curtis Borden is the sole advisor at Borden Portfolio Management in Bellefonte, PA, holding a Series 66 designation and with 27 years of industry experience. He has a background that includes financial analysis for international development agencies and foreign governments. Borden Portfolio Management serves individual investors with at least $50,000 to invest, offering discretionary portfolio management focused on asset allocation and balanced portfolios grounded in academic research. The firm provides regular performance reporting and emphasizes capital protection through weekly account reviews and quarterly client reports.
$0 - $49,999: 1.15% $50,000 - $99,999: 1.10% $100,000 - $149,999: 1.08% $150,000 - $249,999: 1.06% $250,000 - $499,999: 1.04% $500,000 - $749,999: 1.02% $750,000 - $999,999: 1.00% $1,000,000+: Negotiable
Account minimum: $50,000 Fee-only: Quarterly fees based on the above annual rates, paid in advance.
Bellefonte, PA
Pennsylvania
Borden Portfolio Management
1999 - Present (27 years)
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