Porter Investments is an independent registered investment advisor based in Houston, Texas, offering personalized investment management services. Founded in September 1996, the firm designs and implements tailored investment portfolios using mutual funds, exchange-traded funds, and individual debt and equity securities. Porter Investments manages client portfolios on a discretionary basis, meaning the firm makes buying and selling decisions on behalf of clients based on their individual risk tolerance, time horizon, and financial goals. The firm offers both passive strategies, such as index tracking models, and active strategies focusing on capital appreciation and risk management across various asset classes. Porter Investments serves individuals, family members, pension and profit-sharing plans, trusts, estates, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 2.00% |
| $500K+ | 1.60% |
Fees are negotiable based on anticipated future earning capacity, additional assets, account composition, and other factors.