Portfolio Partners
Financial Services - Maple Grove, MN, US
Portfolio Partners Employees
Portfolio Partners Details
We partner with Financial Advisors to make advisory business easy. Portfolio Partners is a boutique, turn-key, third-party asset manager with nearly $1.5B under management. We provide a robust back office service team with more than 40+ collective years actively managing portfolios and over 13+ years of GIPS verification. Our resources and expertise provide the Advisor with one key thing, time. Time to prospect, grow their book of business, devote more time to their clients and family and time to pursue their personal passions while their clients portfolios are professionally managed. Portfolio Partners Portfolio Partners has an Institutionalized process with a personalized touch.Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, Member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. Advisory services also offered through AdvisorNet Wealth Management. Cetera is under separate ownership from any other entity.
Portfolio Partners Technologies
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