Porta Investment Management

The firm is an independent wealth management and investment adviser serving individuals, trusts, pension plans, corporations and other business entities. It provides financial planning, retirement planning and discretionary portfolio management, and—under separate engagements with the firm’s owner—access to legal, tax, estate planning and real estate brokerage services.

The investment approach centers on core portfolios of exchange-traded funds for broad-market exposure and low trading costs, supplemented selectively with individual U.S. and non-U.S. stocks chosen using fundamental growth and value analysis combined with quantitative methods. Portfolios are diversified across U.S. and non-U.S. equities, fixed income (including municipal bonds in taxable accounts and individual bonds for larger accounts), REITs, commodities and cash, managed on a discretionary basis with periodic reviews and at least quarterly rebalancing.

Distinctive features include the sole owner’s concurrent practice as a licensed attorney, CPA and real estate broker, which results in affiliated professional services offered under separate agreements and disclosed potential conflicts of interest. The firm also serves corporate and pension/institutional clients (uncommon for similarly sized independent advisers), participates in an institutional custody/brokerage program that provides research and operational benefits, and generally limits investments to publicly traded securities while not taking custody of client assets.