A complete list of active advisors currently associated with Portus Wealth Advisors, LLC

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

Portus Wealth Advisors provides discretionary and non‑discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), corporations, charitable organizations, and real estate vehicles. The firm also selects and oversees third‑party money managers, offers model‑based portfolio solutions, and provides ongoing monitoring and reporting for held‑away accounts through an aggregation service. Portus tailors investment strategies to client objectives using firm‑developed model portfolios and third‑party models available through Altruist’s Model Marketplace, and applies a mix of fundamental, cyclical, and portfolio‑construction methods in managing and rebalancing accounts. Clients may grant discretionary authority or retain non‑discretionary arrangements, and the firm conducts periodic reviews and reporting to align portfolios with changing objectives and risk tolerances. Portus is distinctive among peers for acting as adviser to and participant in a private pooled real estate vehicle, with related‑party affiliation to the fund’s general partner and an incentive allocation that provides performance‑based compensation; the firm discloses these relationships and uses an Investor Conflicts Committee to evaluate potential conflicts. It also integrates platform relationships (Pontera for held‑away accounts, Altruist and custodial arrangements) into its operational model and offers access to private placements and limited partnership interests that are less common for firms of its size.

To learn more about the advisors currently working at Portus Wealth 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.