Aseset management and wealth counseling

At Portfolio, LLC we are: * Independent: Our only business is money management. We are privately owned and are not limited to the agenda of a single institutional research department or under the control of any corporate shareholders. This frees us to make recommendations based solely on our clients' needs without conflict of interest. * Your Fiduciary: We are ethically and legally required to only act in our clients' best interests. As advisors registered under the Investment Advisor Act of 1...

At Portfolio, LLC we are: * Independent: Our only business is money management. We are privately owned and are not limited to the agenda of a single institutional research department or under the control of any corporate shareholders. This frees us to make recommendations based solely on our clients' needs without conflict of interest. * Your Fiduciary: We are ethically and legally required to only act in our clients' best interests. As advisors registered under the Investment Advisor Act of 1940, we are held to a higher fiduciary standard rather than a stockbroker's "suitability" test. * Fee only: We do not receive compensation or kickbacks from any commission-based products including mutual funds, annuities, and insurance. All revenue is derived from the advisory services we provide.