EDUCATING CLIENTS FOR FINANCIAL SUCCESS
We offer financial services for a wide range of needs and lifestyles.
WHAT MAKES US DIFFERENT FROM THE REST
Michelle Connell, the Owner and President of Portia Capital Management, LLC, is a CFA charter holder and has vast experience in the major centers of finance and investments.
How can these facts assist you in making your financial goals?
PCM’s investment process starts with meeting you to obtain an understanding of your financial goals and your feelings about risk.
After reviewing your current investments, an investment portfolio is created specifically for your objectives. Special consideration is given to downside risk.
THE PORTIA STORY
Portia Capital Management, (aka "PCM"), was named for the heroine, "Portia," in the "Merchant of Venice," one of William Shakespeare's plays. Portia's characteristics of ethics, tenacity and loyalty make her one of literature's best known heros. In the play, she defeats every obstacle that is put before her.
Have you been led to believe that your investment portfolio had to suffer the losses and volatility of this year's markets?
Are your investment or retirement goals at risk?
Portia Capital Management would like the opportunity to show you how we manage our clients' risk, mitigate their losses and reach their goals.
Interested in learning more about how we delivered success to clients’ investment performance?