Director of Client Services SE/Investment Advisor Representative
The Porter Investments Strategies are designed for the experienced investor who wants the management of their investments to be as proactive as they are in the management of their other responsibilities in life. They are not interested in making money for 5-6 years, only to lose a significant portion of it due to the vagaries of the market. They are looking for money managers that have developed focused methodologies that can help to minimize their losses or even make money during severe market corrections. They seek a quantitative approach to investment management rather than depending on the luck of the markets to always put them in a better financial position. Our mission is to offer the sophisticated investor an alternative to traditional money management.Our endeavor is to reduce the financial and emotional stress associated with standard portfolio management.Our Strategies are focused on providing a personalized and tailored approach, leveraging Quantitative models and mathematical algorithms that seek investment stability.Our goal is to provide a steady rise in equity account balances despite market volatility.