Portsea Investments, Inc.

Portsea Investments provides discretionary portfolio management and individualized investment advice to a small client base that includes individuals, high‑net‑worth families, retirement plans, charitable organizations, trusts, estates and businesses. The firm manages roughly $92 million across about two dozen clients and generally requires $1,000,000 under management (which it may waive at its discretion).

The firm uses a core‑and‑satellite construction with a value‑oriented core and growth satellites, applying both fundamental and cyclical analysis to determine asset allocation and security selection. Portsea seeks global diversification through ETFs, mutual funds, individual equities (including ADRs) and fixed income, reviews accounts at least quarterly, and typically manages client accounts on a discretionary basis.

Compared with most peers, Portsea maintains an affiliation with a private real‑estate investment vehicle that invests in agricultural property, reflecting a fund‑sponsoring activity that is uncommon for independent single‑advisor firms. The firm’s principal also undertakes occasional strategic planning and financial consulting outside the advisory practice, and the adviser receives certain custodial services and benefits that factor into its custodian recommendation.