Port Capital Management

Port Capital Management is a small, SEC‑registered independent advisory firm that provides customized investment management to individuals, pension plans, and high‑net‑worth clients, overseeing roughly $29.8 million across about two dozen accounts. The firm constructs diversified portfolios using low‑cost mutual funds and ETFs and may also include bonds, options, alternative investments and REITs to meet client objectives.

The advisor combines fundamental and technical analysis and generally pursues a long‑term investment strategy while retaining flexibility to rebalance or trade short‑term as needed, with continuous monitoring and formal reviews at least annually. Accounts are managed under written agreements and, per the disclosure, are generally implemented on a discretionary basis with portfolio construction tailored to each client’s goals and risk tolerance.

Noteworthy for a solo independent firm, the disclosure explicitly contemplates the use of short‑term margin borrowings in client accounts and describes related margin risks, a practice that is uncommon among peers. The firm operates on the Schwab Advisor Services institutional platform, receiving technology and support benefits from the custodian while client assets remain held at the qualified custodian.