COMPANION PORTFOLIO MANAGEMENT

Overview

Companion Portfolio Management is a small, fee-based advisory firm that provides discretionary portfolio management primarily for individual clients and small businesses. The firm favors equity exposure, reporting a clear tilt toward exchange-traded equities, and runs accounts in a managed, percentage-of-AUM fee model. It does not position itself as an ESG investor and is not registered as a multi-state adviser or pension consultant. The adviser appears focused on direct portfolio management rather than capital markets origination or third-party advisory distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices