MY PORTFOLIO GUIDE, LLC

Overview

My Portfolio Guide, LLC is an independent registered investment adviser that centers its practice on financial planning and portfolio management for individuals, families and small businesses, alongside educational outreach through newsletters and workshops. The firm charges clients primarily by a percentage of assets under management and by hourly fees, and it serves both individual/family and institutional clients. Its investment approach is weighted toward public investment vehicles—particularly mutual funds and other public funds—forming the core of client portfolios, with a secondary use of annuities as a complementary product. The firm is not positioned as a capital allocator and does not present itself as an active ESG investor. My Portfolio Guide performs discretionary management across its client base, applying model or managed allocations delivered through custodial platforms. Publication and seminar activity indicate an emphasis on client education and content-driven advisor engagement rather than a boutique, high-touch single-family office model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices