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Steven B
Series 66, Series 65
Louisville, CO
Portsea Investments, Inc.
Steven Buxbaum is a financial advisor at Portsea Investments, Inc. in Louisville, Colorado, with 13 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Stonebridge Capital Management, Credit Suisse Securities, and UBS Financial Services. Outside of his advisory role, he serves on the investment committee of the nonprofit Inner-City Arts in Los Angeles. Portsea Investments provides discretionary portfolio management and personalized investment advice to individuals, families, retirement plans, charitable organizations, trusts, estates, and businesses. The firm uses a core-and-satellite strategy with value-oriented core holdings and growth satellites, emphasizing global diversification through ETFs, mutual funds, individual equities, and fixed income.
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