A complete list of active advisors currently associated with Borden Portfolio Management

Warmer can help you find a great advisor at Borden Portfolio Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Borden Portfolio Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.