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.

The firm provides discretionary portfolio management and financial planning for a small, primarily high‑net‑worth client base that includes individuals, families, trusts, charitable organizations, endowments, and businesses. Services are limited to publicly traded equities, U.S. government securities, mutual funds, ETFs, corporate and municipal debt, money market funds and CDs, and clients receive quarterly performance reports and periodic newsletters. Investment decisions are guided by a top‑down, asset‑allocation framework that emphasizes sector analysis and a combination of strategic allocation with tactical shifts driven by monetary policy and economic data. Offerings include a proprietary Tactical Sector Rotational strategy (typically 30–36 positions with sector opportunistic/defensive classifications), a long‑term growth portfolio, a balanced conservative strategy, and customized portfolios based on client preferences. Compared with peers, the firm is unusually small and concentrated — managing about $1.42 million for five clients — and it serves institutional‑type clients (foundations/endowments) in addition to wealthy individuals. The brochure also highlights active performance communications (quarterly reports showing total return net of fees and index comparisons, a periodic newsletter) and discloses the use of performance and hypothetical performance materials in its client communications, which is atypical for independent solo‑adviser firms.

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.