Porter Investments offers personalized investment management services, creating tailored investment programs based on a client's preferences, tendencies, and goals. They primarily allocate client assets among mutual funds, exchange-traded funds (ETFs), and individual debt and equity securities. They may also recommend privately placed securities to accredited investors. Porter Investments manages client investment portfolios on a discretionary basis and continuously seeks to ensure portfolios are managed in a manner consistent with their specific investment profiles.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K+ | 1.60% |
Fees may be negotiable based on various criteria, including anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing client relationship, account retention and pro bono activities. Mr. Porter’s family members may be able to negotiate lesser fees at the sole discretion of Porter Investments.