A complete list of active advisors currently associated with Portfolio Advisory Group, Inc.

Warmer can help you find a great advisor at Portfolio Advisory Group, Inc. or one who fits your needs even better.

Portfolio Advisory Group provides investment advisory, investment consulting, and financial planning services to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm manages client assets on both discretionary and non‑discretionary bases for a modest client base supported by a two‑advisor team. The firm’s investment process is primarily fundamental, employing a mix of long‑term holdings, shorter‑term purchases and occasional trading positions held under 30 days; it tailors equity exposure to clients’ risk profiles and permits clients to impose investment restrictions. Accounts are generally reviewed at least quarterly with written reports, and the firm discloses receipt of third‑party research to support its investment decisions; the firm does not accept proxy‑voting authority. Noteworthy features in the firm’s regulatory profile include reported affiliations with a law firm and an accounting firm and the indicated use of derivatives in separately managed accounts, attributes that are uncommon among supported advisers. The firm also provides separate investment consulting and financial planning on an hourly basis and does not impose a minimum account size, which may be relevant for clients seeking flexible, small‑firm relationships.

To learn more about the advisors currently working at Portfolio Advisory Group, Inc., 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.