Michelle, Connell
Portia Capital Management, LLC
Serving Dallas-Fort Worth Metro AreaDallas, TX 75206
4699097342
About Portia Capital Management, LLC
PCM's investment process starts with meeting you to obtain an understanding of your financial goals and your feelings about risk.
After reviewing your current investments, an investment portfolio is created specifically for your objectives. Special consideration is given to downside risk.
Upon your approval, your customized portfolio strategy is implemented. This portfolio is monitored and when necessary, adjusted to maintain its strategy.
Our communication is a continuous process and is not limited to regular reviews.
See Disclosures
General Information
Firm Start Year
CRD#
2526305
Firm CRD#
286662
States Licensed in
TX
Years of Experience in Financial Services
11
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFA®
Securities Licenses
Series 65, Series 66
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500K+
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892461/financialplanners-Portia-Capital-Management,-LLC-detailed-disclosure.html