Porta Investment Management

Overview

Porta Investment Management is an independent, sole-proprietor RIA that provides fee-based financial planning and portfolio management primarily for individual and family clients. The firm charges a percentage of assets under management and offers advice for individuals, small businesses and institutions. Porta’s business footprint includes related professional services — it is also affiliated with real estate brokerage, accounting, and legal services — which suggests the firm can coordinate investment advice alongside tax, legal, and real-estate needs. The firm does not position itself as an active ESG investor and is not registered as a multi-state adviser. Its operating structure and client mix indicate a boutique practice focused on personalized wealth management rather than institutional capital allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices