Kathy Pederson's Contact Details

Kathy Pederson's Company Details

Portside Investment Advisors

Mequon, Wisconsin, United States • 5 Employees
Investment Management

Portside is an independent Registered Investment Advisor providing Chief Investment Officer (CIO) services through consulting and/or discretionary management arrangements. Our portfolio management expertise is analyzing the entire multi-asset class portfolio, not just a single asset class. We use asset allocation to generate strong performance while controlling overall risk. Every discretionary portfolio is uniquely managed in relation to the client's own objectives against a benchmark to verify value added performance net of expenses. Portside's team is made up of experienced investment management professionals with decades of combined experience, not sales representatives.