Borden Portfolio Management

Borden Portfolio Management is an independent, single-advisor registered investment adviser that provides discretionary asset management and related services to individual investors, generally those with more than $50,000 to invest. Services include development of a personalized investment policy, portfolio construction using exchange-traded funds and individual securities, ongoing monitoring, periodic rebalancing, and coordination with client custodians.

The firm follows an asset-allocation investment philosophy informed by academic research, seeking diversified portfolios across asset classes and relying primarily on ETFs and selected individual securities; accounts are managed on a discretionary basis with weekly account reviews and quarterly reporting. BPM also may allocate a small, non‑core satellite position to spot or futures‑based cryptoasset ETFs where consistent with a client’s objectives and risk tolerance, and it describes a qualitative and quantitative review process and detailed risk disclosures for such exposures.

Noteworthy features include its boutique scale—about $4.7 million in discretionary assets under management for eight clients—which is smaller than most independent advisers and may affect the level of personalization and service model. The brochure also discloses a regulatory lapse in which the firm operated in Pennsylvania without required state registration from May to October 2025 (described as an administrative oversight), a fact prospective clients may weigh alongside the firm’s custodial relationship with Charles Schwab and its explicit policies on crypto‑ETF analysis and risk.