Portfolio Management, LLC

Portfolio Management, LLC provides discretionary investment management to individuals (including high-net-worth clients), trusts, retirement plans, and other institutions, offering both custom portfolios tailored to individual goals and firm-designed model portfolios. The firm manages approximately $151.9 million across about 111 client relationships and charges percentage-of-assets fees for ongoing portfolio management.

The advisor follows a long-term, asset-allocation approach that emphasizes diversified portfolios and fundamental analysis, makes limited attempts at market timing, and rebalances accounts at least twice a year. All accounts are managed on a discretionary basis, with ongoing monitoring for market changes, new investment opportunities, and client cash-flow or goal adjustments.

The firm recently completed a leadership transition to new executive roles and consolidated operations into a single office, reflecting an orderly succession within a two-advisor practice. Its governance features include a formal Code of Ethics with transaction pre-clearance and a five-trading-day employee blackout window around client trades, and it typically requires a $100,000 minimum relationship (subject to waiver), which together distinguish its compliance and client-service practices from many peers.