The Portola Group Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$38,673,900
Clients
28
Advisors
1
of 1 employees
About
The Portola Group provides investment supervisory and portfolio management services and offers financial planning as part of its advisory relationships. The firm serves individuals (including high-net-worth clients), pension and profit-sharing plans, pooled investment vehicles, charitable organizations, and other businesses, and also offers ongoing personal CFO/data‑tracking services for clients that do not receive continuous portfolio management.
The firm develops client-specific investment policies through in-depth data gathering and implements portfolios on a discretionary or non‑discretionary basis, with accounts reviewed at least monthly and clients receiving quarterly reports. Investment implementation draws on a mix of fundamental and technical analysis, asset-allocation approaches, and active strategies — including long and short positions, options strategies and block trading — applied consistent with each client’s objectives and risk tolerance.
Noteworthy features relative to many independent peers include an explicit focus on charitable organizations as clients and a policy of not accepting commissions or sales-based compensation. The firm has operated under founder ownership for several decades, provides retained personal CFO services in addition to asset management, uses soft‑dollar research arrangements and institutional custody relationships, and limits proxy voting for retail accounts (reserving active proxy voting primarily for ERISA clients).
Client services
Expertise
Fee options
Portfolio Management Services fees may be charged as fixed fees negotiated case-by-case; Personal CFO services charged as fixed retainer fees $5,000 to $100,000 annually
1.25% annually (flat rate, negotiable up to 3.00%)
Fee-only: Financial planning included in advisory fee for continuous clients; Personal CFO services range from $5,000 to $100,000 annually (fixed retainer)
Main office
Calistoga CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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