Portfolio LLC 2500 Louisiana Blvd Suite 508 Category: Asset Management
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More Contacts Of Portfolio LLC
http://twitter.com/leemunson (Twitter)
Company representatives
Jared M. Hopkins, CFP, Portfolio Manager
Bryan Giron, Trader
Lee Munson, CEO
About Portfolio LLC
Aseset management and wealth counseling
At Portfolio, LLC we are:
* Independent: Our only business is money management. We are privately owned and are not limited to the agenda of a single institutional research department or under the control of any corporate shareholders. This frees us to make recommendations based solely on our clients' needs without conflict of interest.
* Your Fiduciary: We are ethically and legally required to only act in our clients' best interests. As advisors registered under the Investment Advisor Act of 1940, we are held to a higher fiduciary standard rather than a stockbroker's "suitability" test.
* Fee only: We do not receive compensation or kickbacks from any commission-based products including mutual funds, annuities, and insurance. All revenue is derived from the advisory services we provide.
Products and Services
- Asset Mangement
Business categories
- Financial Advisory Services
- Certified Financial Planners
Employees
5 to 9
Years In Business
16
Rating
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