A complete list of active advisors currently associated with Private Portfolios, Inc.

Warmer can help you find a great advisor at Private Portfolios, Inc. or one who fits your needs even better.

Private Portfolios provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals, as well as trusts, estates and retirement plans. The firm manages roughly $293 million on a discretionary basis and also offers standalone planning and consultation engagements. The firm implements individualized, long‑term oriented portfolios built largely from mutual funds, ETFs and equities, matching asset allocation and risk parameters to each client and accommodating special situations such as low‑basis stock, stock options or legacy holdings. Investment management is delivered through a wrap‑fee Wealth Management Platform sponsored by an affiliated adviser, with portfolio implementation and trade execution routed through the firm’s broker/dealer arrangements and an emphasis on institutional share classes where available. Private Portfolios is notable among peers for operating as a sponsor/participant in a wrap‑fee program while also running an educational offering — the Second Saturday Divorce Workshops — that covers financial aspects of divorce in a multi‑disciplinary format. Advisors are dually registered and licensed to offer commission products and insurance in their separate capacities (with approximately limited time spent on commission business), and clients using the firm’s platform are asked to open accounts through the firm’s broker/dealer arrangement; the firm generally recommends a $500,000 account threshold for its Wealth Management Platform.

To learn more about the advisors currently working at Private Portfolios, Inc., 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.