Portia Investment Advisors offers investment advice and financial planning services tailored to each client's unique needs. They primarily serve accredited investors and regulated institutional investors. Portia provides advisory, non-discretionary, and discretionary services, working with client-chosen custodians to hold funds. They specialize in fixed income investments but offer broader advisory services.
Fee Structure
Portia Investment Advisors' fees are based on the amount of assets they manage and the complexity of your needs. These fees are negotiable and range from 0.25% to 1.5% annually. The specific fee depends on the type of portfolio, such as high complexity multi-asset portfolios, low complexity multi-asset portfolios, short-term high-quality fixed income, medium and long duration fixed income, or equities.