Portia Capital Management

Portia Capital Management serves high-net-worth individuals, families, trusts and institutional clients, including defined contribution and defined benefit plans, foundations and endowments. The firm provides comprehensive financial planning and portfolio management along with related services such as tax preparation and planning, estate planning consultation, risk management, retirement planning and business succession planning, and plan consulting and participant education for institutional sponsors.

Investment decisions are made using a research-driven, asset-allocation emphasis, with portfolios built from proprietary “Recommended” and “Approved” lists informed by third‑party data providers (Morningstar, Zephyr, Bloomberg) and periodic rebalancing. The firm emphasizes manager selection and risk management, and may use a mix of individual securities, mutual funds, ETFs, separate account managers and, when appropriate, alternative and private investments to achieve targeted exposures.

Noteworthy for a firm of its size, Portia operates with a two-advisor team and manages roughly $65.7 million in client assets, with a stated $500,000 account minimum that orients the practice toward wealthier and institutional clients. The firm also offers less common services for a small advisory firm — including tax preparation, hourly consulting and help locating EB‑5 visa investment opportunities — and its leadership includes a CFA charterholder who remains active in academic instruction.