A complete list of active advisors currently associated with The Portola Group Inc

Warmer can help you find a great advisor at The Portola Group Inc or one who fits your needs even better.

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).

To learn more about the advisors currently working at The Portola Group 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.

Name	Location	Years of experience
Robert Fitzwilson	Calistoga, CA	29

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