EDUCATING CLIENTS FOR FINANCIAL SUCCESS
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.
Michelle Connell, CFA is a subject expert on investments and finance as featured in the following:
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.
INVESTMENT PROCESS
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.
WEEKLY CONTRIBUTOR TO
Invest In Liquified Natural Gas With This Fund
United States Natural Gas Fund, LP (NYSEARCA:UNG) holds near-month futures contracts in natural gas, as well as swap contracts.
UNG invests primarily in futures contracts for natural gas that are traded on the New York Mercantile Exchange, NYMEX, ICE Futures Europe and ICE Futures U.S. and other foreign exchanges... Read more
REGULAR CONTRIBUTOR TO
Dividend-paying Defense Stocks Rise in Race for Space
Dividend-paying defense stocks are rising amid the race for space as the United States seeks to retain a competitive advantage versus authoritarian governments such as Russia and China.
The dividend-paying defense stocks provide military equipment and surveillance that the United States can give to Ukraine as the latter country seeks to defend itself against a continuing invasion from Russian forces that began on Feb. 24. Read more
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 the literature's best-known heroes. In the play, she defeats every obstacle that is put before her.
IN THE MEDIA
Michelle Connell, CFA is viewed as a nationally-recognized subject expert on alternative investments. She has institutional experience with private equity, private debt, real estate and hedge funds, as well as spent ten years teaching the subject to third-year CFA candidates. In 2022, Michelle created an alternative asset webinar for a national continuing education platform approved for CFPs.
