Portfolio Advisors, Inc.的封面图片
Portfolio Advisors, Inc.

Portfolio Advisors, Inc.

投资管理

Fresno,California 714 位关注者

关于我们

We are a locally owned financial planning firm that has offered investment advice and service for over 33 years. We serve a diverse group of successful individuals, families and business owners, many of whom have been with us from the beginning. We provide advice to help them achieve the goals that are important to them. We specialize in portfolio management and retirement planning and can help with other financial planning issues.

网站
http://www.portadvisors.com
所属行业
投资管理
规模
2-10 人
总部
Fresno,California
类型
私人持股
创立
1989
领域
Wealth Management和Financial Planning

地点

  • 主要

    7571 North Remington Avenue Suite 105

    US,California,Fresno,93711

    获取路线

Portfolio Advisors, Inc.员工

动态

  • We’re thrilled to share some heartfelt stories from our clients who have experienced the difference of working with Portfolio Advisors. From planning for retirement and growing investments to navigating major life changes, we’ve been there to guide them through it all. Our team takes the time to understand each client’s unique goals, providing personalized financial strategies unique to them. It’s all about building trust and helping our clients achieve the financial peace of mind they deserve. Watch the video to hear how we’re making a real impact in their financial journeys. We can't wait to share more stories! #financialadvisor #trustedpartner #financialplanning

  • Reposting this message that might helpful to others given the past week in the markets.

    查看Tina Mistry, CFP®的档案

    CEO/President & Senior Financial Advisor at Portfolio Advisors, Inc.

    Took a couple of days off from posting on LinkedIn to reflect 🤔 about the last week or so and some of the conversations I have had with the families we serve as well as trusted friends and colleagues. 🤝(I was also playing a little catch up at work too!) Here is what I’ve been thinking about: 🦸♀️As financial advisors, this is not the time to retreat. It is in times of market volatility that our clients need us the most. 😬 At Portfolio Advisors, Inc., we look to help the families we serve by providing support, an ear to vent to, to help them make adjustments, to help them stay the course, and to help them make 'lemonade out of lemons'. Some key topics we are talking to clients about in this time include: ✅avoid impulse selling ✅tax loss harvesting ✅roth conversions ✅portfolio rebalancing ✅ensuring sufficient funds in emergency ✅possibly investing some cash given stocks are on sale ✅being a sounding board to their concerns around current events ✅how to tune out the noise from the media and other sources ✅revisit their financial plan and probabilities of success of achieving their goals ✅And much more! 👍 We are here to help and we WANT to help. This is an opportunity to help more people make better financial decisions and help them avoid big mistakes. 👍This is my opportunity to live my Why Statement (on our website): To support people in their best and worst moments, so that everyone has someone looking out for their best interests. 👍 This is our firm’s opportunity to continue to live up to our mission: To Enrich Lives Through Transformative Actions. Now is the time to help people who might be spiraling and anxious during this tough market period. This is our opportunity to help! (If you are reading this and genuinely need some help or interested in how we can help in this tough time, please reach out to have a conversation and we welcome the opportunity to help you any way we can!

  • Additional Components of a Diversified Portfolio (Part 2) 🏢 Sector Funds (10%) Sector funds focus on specific segments of the economy, offering opportunities during different economic phases. These funds allow you to take advantage of specific market trends. 🏠 Real Estate Funds (45%) Including REITs, real estate funds help diversify your portfolio while protecting against inflation. They’re a great way to add a stable, income-generating asset to your mix. 💰 Commodity-Focused Funds (25%) These funds invest in industries like oil, gas, and mining, providing a hedge against inflation. However, they're best suited for more experienced investors due to their higher volatility. 💡 Asset Allocation Funds (20%) Asset allocation funds are a one-stop solution for diversified portfolios, with options tailored to specific goals like target dates, income generation, or inflation protection. Remember, a well-diversified portfolio balances different asset classes to reduce risk and maximize potential returns. #Diversification #Investing #FinancialPlanning #WealthManagement #RealEstate #SectorFunds #CommodityFunds #AssetAllocation #FinancialAdvisor #PortfolioAdvisors

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  • Components of a Diversified Portfolio (Part 1) 📊 Domestic Stocks (25%) Domestic stocks are the growth engines of your portfolio. They offer high potential returns over the long term, but with higher short-term risk. Volatility means that your investment might lose value when you choose to sell, but the reward could be worth the risk. 💼 Bonds (25%) Bonds provide stability to your portfolio. They offer regular interest income and are less volatile than stocks. US Treasuries are a popular choice for safety, but higher-yielding bonds (like international or high-yield bonds) could bring more returns—and more risk. 💵 Short-Term Investments (25%) These are your conservative investments—money market funds and short-term CDs. While they offer stability and easy access, they usually provide lower returns. CDs may offer higher security, but they come with liquidity restrictions. 🌍 International Stocks (25%) International stocks give you exposure to non-US companies, potentially offering higher returns (and higher risks). They diversify your portfolio with opportunities beyond US securities. Stay tuned for Part 2 for additional components of a diversified portfolio! #Investing #Diversification #FinancialPlanning #WealthManagement #Bonds #Stocks #PortfolioManagement #FinancialAdvisor #PortfolioAdvisors

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  • Fiesta Time! 😎

    Join us, SATURDAY, MAY 31st at The Grand on the Bluffs for an a night filled with hope and a commitment to a brighter future for children in our community. Fiesta de los Niños will feature delicious food, cocktails, music, live auction, and our highly acclaimed silent auction! To purchase tickets, tables, to be a sponsor, or to donate to EPU, visit https://lnkd.in/gAxWXG8J

  • 4 Tips for Diversifying Your Portfolio 🔴 1. Spread the Wealth Don't put all your eggs in one basket! Diversify across stocks, ETFs, commodities, and REITs. Focus on companies you trust, but keep your portfolio to 20-30 investments to maintain balance and potential growth. 💼 2. Keep Building Your Portfolio Think about adding index and fixed-income funds to diversify further and lower your fees. While index funds can underperform in certain markets, actively managed funds might give you more flexibility. 📈 3. Consider Index or Bond Funds Dollar-cost averaging is your friend! By investing regularly, you lower your risk by buying more shares when prices are low and fewer when they're high. It helps smooth out market ups and downs. 💰 4. Keep an Eye on Commissions Be mindful of fees—whether monthly or transactional. They can add up quickly! The cheapest option isn't always the best, so stay informed about any changes and what you're actually paying for. Looking for more guidance on how to diversify your portfolio? Visit www.portadvisors.com! #InvestmentTips #Diversification #FinancialPlanning #WealthManagement #FinancialAdvisor #PortfolioAdvisors

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