Porter Kickham

Porter & Kickham provides investment management services to individuals, families, trusts and small businesses, with a client base that includes retirement income seekers. The firm manages client accounts on a discretionary basis and works through an initial planning process to identify goals, risk tolerance and spending needs.

The firm’s investment approach emphasizes capturing the equity risk premium through allocations to a mix of active and passive mutual-fund managers and, at times, sector-focused or REIT funds; it generally avoids private equity, futures and IPOs. Portfolios are typically equity-heavy (the brochure notes many client portfolios are 85–100% equities), guided by long time horizons (25–35 years) and paired with cash-management and spending plans to address volatility and withdrawal needs.

Porter & Kickham’s advisory team is dually engaged in other financial industry roles: the principal is registered with a broker-dealer and also holds an insurance producer license, and the firm requires clients to custody assets on the firm’s chosen platform. The firm discloses arrangements that may influence recommendations — including transition support from the custodian and paid lead-generation/referral relationships — and says it seeks to mitigate these conflicts through fiduciary policies and disclosure.