A complete list of active advisors currently associated with Companion Portfolio Management
Warmer can help you find a great advisor at Companion Portfolio Management or one who fits your needs even better.
Companion Portfolio Management is a registered investment adviser that provides discretionary investment supervisory services to individuals, trusts, businesses and their employees, tailoring portfolio management to clients’ stated goals, time horizons and risk tolerances. As of December 31, 2024 the firm managed roughly $30.7 million in client assets and charges advisory fees based on a percentage of assets while operating as a small, single‑advisor practice. The firm’s investment approach blends modern portfolio theory with a top‑down assessment of macroeconomic, country and sector conditions, then employs individual stocks, bonds, mutual funds, ETFs and, in some cases, option strategies and uncorrelated assets (for example, precious metals) to construct portfolios. Accounts are monitored and adjusted on an ongoing basis with at least quarterly reviews and tailored constraints or restrictions implemented when provided in writing. Notably, the firm reports serving charitable organizations in addition to individual and institutional clients, a client type that is less common among independent advisers. The brochure also discloses that the firm generally recommends a single custodian and receives institutional services from that custodian, and that clients should be mindful of disclosures regarding custody, proxy voting (the adviser does not vote proxies), key‑man risk and personal trading practices.
To learn more about the advisors currently working at Companion 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 |
|---|---|---|
Sequim, WA
| 26
|
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