A complete list of active advisors currently associated with Portside Investment Advisors, LLC
Warmer can help you find a great advisor at Portside Investment Advisors, LLC or one who fits your needs even better.
Portside Investment Advisors LLC provides customized, confidential investment management and advisory services to individuals and a range of institutional clients, including pension and profit‑sharing plans, trusts, endowments, foundations, estates, charitable organizations, corporations and municipal entities. The firm also manages investments held in annuity contracts through Jackson National and generally delivers these services on a discretionary, fee‑only basis. Portside’s investment process emphasizes asset allocation implemented primarily with exchange‑traded funds, supplemented as needed by mutual funds, individual securities and other instruments; its analysis draws on fundamental, technical and economic‑cycle research supported by proprietary models and third‑party analytics. The firm may employ derivative instruments such as options and futures in client accounts where appropriate and performs regular portfolio reviews through a management committee. Portside serves as manager and adviser to a pooled vehicle, Portside Multi‑Asset Opportunities Fund LLC, and therefore has custodial responsibilities for that fund, which is audited at least annually and provides statements to its members; the firm also maintains a performance‑based compensation arrangement with that fund. Acting as a private fund adviser and providing portfolio management for pooled investment vehicles while operating as a small, independent, fee‑only manager is a distinguishing aspect of Portside’s business mix.
To learn more about the advisors currently working at Portside Investment 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.
Name |
Location |
Years of experience |
|---|---|---|
Port Washington, WI
| 36
| |
Port Washington, WI
| 8
|
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