A complete list of active advisors currently associated with Portfolio Audit, LLC

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

Portfolio Audit, LLC provides discretionary fiduciary investment management primarily to individual and high-net-worth clients, managing roughly $38 million for about 40 client families. The firm also offers an integrated economic planning service (branded SCARi1 Economic Planning) and maintains a legacy fiduciary cash-management/bill-paying service for existing clients. The firm manages accounts on a discretionary basis and employs a range of strategies — including long-term buy-and-hold positions, shorter-term trades, margin transactions, options strategies, and potential cryptocurrency exposure — while emphasizing economic planning over what it describes as traditional “financial planning.” Clients approve an advisory agreement that grants a limited power of attorney for trading and all assets are held with third‑party custodians that provide regular statements. Portfolio Audit is a two‑generation, family‑run adviser that has folded a previously registered non‑profit, the Institute of Biblical Economy, into its research and educational efforts to explore selected Biblical and historical American economic teachings. Other notable features include an explicit policy of billing cash held in managed accounts (and advising clients to keep larger cash outside managed accounts) and a stated willingness to waive the firm’s stated account minimum in exceptional circumstances.

To learn more about the advisors currently working at Portfolio Audit, LLC, 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.