A complete list of active advisors currently associated with Portafolio Capital Management

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

Portafolio Capital Management is a small, fee-only registered investment adviser that manages discretionary portfolios for a mix of high‑net‑worth and ultra‑high‑net‑worth individuals, families, trusts, estates, charitable organizations, endowments and businesses. Services disclosed in the brochure include discretionary portfolio management across publicly traded equities, fixed income and cash, periodic financial planning at no additional fee, and quarterly performance reporting. The firm’s investment approach emphasizes strategic asset allocation between stocks, bonds and cash with the flexibility to make tactical shifts; clients select from several portfolio types including a proprietary Tactical Sector Rotational strategy, an Alpha Long‑Term Growth strategy, a Conservative 50/50 strategy, and customized portfolios. The Tactical strategy is top‑down and sector‑focused (classifying sectors as opportunistic or defensive), typically holds 30–36 positions and explicitly excludes the Real Estate sector from its rotational model, while the Growth strategy targets long‑term capital appreciation with an overweight in high‑growth industries. Compared with peers, the brochure highlights several uncommon features for a solo adviser: the firm distributes a periodic newsletter and provides quarterly reports showing total return net of fees with comparisons to relevant market indexes, and its materials indicate the presentation of performance‑related information including hypothetical results. It is also atypical for a small, single‑advisor firm to manage institutional clients such as endowments and foundations, and the brochure notes the principal’s involvement in a local economic club and a separate marketing/consulting business that supports the firm’s educational outreach.

To learn more about the advisors currently working at Portafolio Capital 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.