Portus Capital Management is a registered investment advisor based in Brentwood, Tennessee, founded in 2016 and led by David William Neff. The firm offers ongoing portfolio management tailored to each client's individual goals, time horizon, and risk tolerance using fundamental analysis, modern portfolio theory, and technical analysis. Portus Capital Management builds customized portfolios using a variety of securities, including mutual funds, fixed income, real estate funds, annuities, equities, exchange-traded funds, commodities, and non-U.S. securities, and also engages in options trading. In addition to managing individual wealth, the firm provides pension consulting services for employee benefit plans like 401(k) plans. Portus Capital Management acts with a legal obligation to put client interests first, though certain staff members maintain outside business activities in insurance and real estate, which can create conflicts of interest. The firm requires clients to use specific institutional custodians, such as Charles Schwab & Co. and Interactive Brokers, to hold and execute their investment portfolios.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range between 0% and 2%. The vast majority of clients are billed at 1%, though older accounts may be 0.50%, 0.70%, 0.75%, or 0.90%. Accounts holding options are billed at 2%. Family members typically pay 0%. Fees are negotiable.