A complete list of active advisors currently associated with Portland Global Advisors LLC

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Portland Global Advisors provides wealth management, family office, and Mission & Impact services to principally high‑net‑worth and other individual clients, their trusts, IRAs, donor‑advised funds, and private foundations, and also offers discretionary portfolio management and non‑discretionary consulting on the allocation of assets among third‑party advisers. The firm manages portfolios on a discretionary basis and provides support services such as account onboarding, cash‑flow forecasting, and coordination with outside financial professionals. The firm’s investment approach stresses asset allocation and diversification, developing individualized allocation targets and implementing portfolios of equities and fixed income using a mix of ETFs and selectively chosen individual securities informed by in‑house research and valuation analysis. PGA conducts regular reviews of client allocations and uses ETFs to access sector and credit exposures and to manage duration in fixed‑income portfolios, while retaining mutual funds only when consistent with client goals. Distinctive features include the intermittent publication of written market pieces made available free to clients and a limited set of non‑clients, and a defined Mission & Impact practice that assists with philanthropic tools, budgeting, and the processing of charitable gifts, including discretionary management for donor‑advised funds (currently through Fidelity Charitable sponsorships). The firm does not offer a standalone financial‑planning product; instead it provides education and guidance and coordinates tax, legal, and other advisers as part of its family office and wealth management engagements.

To learn more about the advisors currently working at Portland Global Advisors 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.