A complete list of active advisors currently associated with Portus Capital Management, LLC

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

Portus Capital Management, LLC provides ongoing discretionary portfolio management and pension consulting primarily for individual and high‑net‑worth clients, documenting each client’s goals, time horizon and risk tolerance in an Investment Policy Statement. The firm monitors accounts regularly and delivers quarterly custodian reports, offering exposure across mutual funds, fixed income, equities, ETFs, real‑estate funds, annuities and non‑U.S. securities. The firm’s investment process combines fundamental analysis, modern portfolio theory and technical analysis, pursuing long‑term strategies while also employing options trading (including covered, uncovered and spread strategies). PortusCM discloses the use of derivatives within client accounts and utilizes instruments such as TIPS and precious‑metal ETFs, and it requires custody through providers including Schwab Institutional and Interactive Brokers. PortusCM’s brochure discloses an affiliation with an insurance business (Strategic Insurance Group) and that multiple supervised persons are licensed to sell insurance and Medicare Advantage products, a relationship the firm identifies as a potential conflict of interest. The firm operates with a small advisory staff and reports roughly $107.7 million in discretionary assets as of December 2025, and several supervised persons maintain outside business activities (real‑estate investing and rental management) that are disclosed to clients.

To learn more about the advisors currently working at Portus Capital Management, 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.