Portola Creek Capital

Portola Creek Capital provides fee-only investment advisory services to individuals and a range of institutional and entity clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers both discretionary and non-discretionary portfolio management as well as financial planning services, with financial planning provided to portfolio clients at no additional charge.

The firm’s investment process uses a mix of fundamental, technical/cyclical and charting analysis and implements both long- and short-term purchase strategies and option writing where suitable for client objectives. Portola Creek typically manages accounts under discretionary authority, conducts quarterly reviews, and tailors allocations to clients’ stated objectives, risk tolerances, and liquidity needs.

What distinguishes Portola Creek from many solo independent advisers is the breadth and scale of its client base: its ADV reports roughly $88.9 million in discretionary assets and more than $100 million in non-discretionary assets and explicitly serves institutional-type clients and business entities, indicating it manages both individual portfolios and larger, plan- or entity-level mandates. The brochure also notes a willingness to employ active strategies such as option writing and to combine related household accounts for fee breakpoints, practices that are less common among peers of similar size.