B
Borden Portfolio Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,713,709
Clients
8
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
LowAverage account size
$589,214
About
Borden Portfolio Management serves individual investors who generally have at least $50,000 to invest, providing consolidated portfolio design, daily monitoring, and discretionary portfolio management. The firm delivers regular performance reporting and includes capital gains information in its account reports.
The firm emphasizes an asset‑allocation, balanced‑portfolio approach grounded in academic research and seeks to combine steady returns with capital protection; accounts are reviewed at least weekly and clients receive quarterly performance reports. Client assets are custodied at Charles Schwab, and the adviser reports managing approximately $4.7 million in discretionary assets for a very small client base.
Distinctive features disclosed in the brochure include the principal’s extensive private and public financial management experience, including prior work as a financial analyst for international development agencies and foreign governments, and advanced graduate education. The brochure also discloses a recent administrative compliance lapse — the firm received compensation while transacting business in Pennsylvania without proper state registration from roughly April to October 2025 — and describes written supervisory procedures addressing material nonpublic information and personal trading controls.
Client services
Portfolio management
Expertise
Wealth management
Fee options
$0 - $49,999: 1.15% $50,000 - $99,999: 1.10% $100,000 - $149,999: 1.08% $150,000 - $249,999: 1.06% $250,000 - $499,999: 1.04% $500,000 - $749,999: 1.02% $750,000 - $999,999: 1.00% $1,000,000+: Negotiable
Account minimum: $50,000 Fee-only: Quarterly fees based on the above annual rates, paid in advance.
Main office location
Borden Portfolio Management
Bellefonte PA, United States
Number of offices
1
Most active in
Borden Portfolio Management has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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