Portafolio Capital Management

Overview

Portafolio Capital Management is an independent, individually owned registered investment adviser organized as an LLC that serves primarily individual and family clients. The firm charges fees based on a percentage of assets under management and provides financial planning alongside discretionary portfolio management for individuals, small businesses, and other business or institutional clients. It also produces periodicals or newsletters and runs educational seminars and workshops. Portafolio does not identify as an active ESG investor and is not set up as a multi-state or pension consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices