A complete list of active advisors currently associated with Porter Kickham

Warmer can help you find a great advisor at Porter Kickham or one who fits your needs even better.

Porter & Kickham provides investment management services to individuals, families, trusts and small businesses, with a client base that includes retirement income seekers. The firm manages client accounts on a discretionary basis and works through an initial planning process to identify goals, risk tolerance and spending needs. The firm’s investment approach emphasizes capturing the equity risk premium through allocations to a mix of active and passive mutual-fund managers and, at times, sector-focused or REIT funds; it generally avoids private equity, futures and IPOs. Portfolios are typically equity-heavy (the brochure notes many client portfolios are 85–100% equities), guided by long time horizons (25–35 years) and paired with cash-management and spending plans to address volatility and withdrawal needs. Porter & Kickham’s advisory team is dually engaged in other financial industry roles: the principal is registered with a broker-dealer and also holds an insurance producer license, and the firm requires clients to custody assets on the firm’s chosen platform. The firm discloses arrangements that may influence recommendations — including transition support from the custodian and paid lead-generation/referral relationships — and says it seeks to mitigate these conflicts through fiduciary policies and disclosure.

To learn more about the advisors currently working at Porter Kickham, 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.