PRIVATE PORTFOLIOS, INC.

Overview

Private Portfolios, Inc. is an independent, individually owned registered investment adviser that began SEC registration in 2017. The firm serves both individual and family clients as well as institutional accounts, delivering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and educational seminars or workshops. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Investment activity is concentrated in publicly offered pooled vehicles: public funds and mutual funds make up the dominant portion of client assets. The firm is not positioned as a capital allocator or an active ESG investor; instead, it relies on third-party managers for alternative strategies and uses conventional pooled products for core equity and fixed-income exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices