Old Port Advisors

Old Port Advisors, founded in 1994 and registered with the United States Securities and Exchange Commission under the Investment Advisors Act of 1940, has been specifically structured to provide individuals, institutions and retirement plans with unique, experienced and comprehensive investment and advisory services. We are independent investment advisors dedicated to helping our clients meet their financial goals through investment selections that are determined by precise and disciplined criteria. These are then monitored within our wealth management services to ensure that each client's individual portfolio strategy is designed, structured, implemented and meticulously managed in accordance with individual needs and goals. As a team, we formulate an investment strategy and portfolio structure to manage a well defined, long-term investment policy targeted at the unique financial circumstances and goals of our clients. Our retirement plan consulting arm is committed to providing cost-effective fiduciary investment monitoring, participant education, design and forward looking investment services for retirement plans, unbiased by any platform or vendor. As a fiduciary, we perform all of our own research and select investments and platforms that work in your plan’s and your organization’s best interest. Specialties Our investment philosophy and organizational structure are based on a team concept - coordinating the efforts of our clients’ tax, legal and risk management advisors to formulate comprehensive investment strategies within coordinated financial and estate planning structures. We are committed to an investment and planning philosophy that "individualizes" each client's objectives and risk level.

网站

https://www.oldportadvisors.com

Old Port Advisors的外部链接

所属行业

投资管理

规模

11-50 人

总部

Portland，Maine

类型

私人持股

创立

1994

领域

Fiduciary Consulting、Financial Planning & Analysis、Financial Planning、Financial Advisor、Investment Advisor、Portfolio Management、Wealth Management、Retirement Planner、Registered Investment Advisor、RIA和Financial Advice