Porter Investments

Porter Investments is a state-registered independent RIA that provides discretionary investment management to individuals, family members, retirement plans, trusts, estates, charitable organizations, corporations and other entities. As of 12/31/2025 the firm reported approximately $15.3 million in assets under management for about 31 clients and generally applies a $200,000 portfolio minimum while retaining discretion to accept smaller accounts in certain circumstances.

The firm primarily allocates client assets among mutual funds, ETFs and individual debt and equity securities and may recommend privately placed securities to clients who qualify as accredited investors. Investment management is driven by a mix of proprietary quantitative and technical models and is offered through two index-based passive strategies (Target 60/40 and Target 100) and four active ETF/equity strategies (Retirement/401K, Moderate, Growth, Aggressive), with portfolios implemented as similarly managed model accounts.

A distinctive feature of the firm is that it discloses hypothetical performance in its materials and manages accounts through model portfolios under the Rule 3a-4 safe harbor, a practice that is uncommon among peers. The firm also relies on Fidelity-supported trading and technology services (including use of a managed account exchange) for execution and reporting and has disclosed a self-reported administrative registration matter from 2016 that was resolved.