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 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.
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.
Name |
Location |
Years of experience |
|---|---|---|
Bellefonte, PA
| 2
|
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