Where Money
Means More

We are dedicated to creating personalized investment strategies with the objective of securing the financial futures of our clients and those who depend upon them – providing them with the prospect of more security, more choice, and more dreams fulfilled…

We Leave No Stone Unturned

We first listen to learn, then carefully craft investment portfolios aligned with each client’s unique financial situation – and optimized to help them realize the financial aspirations they have shared with us.

Our deep, hard-earned institutional investment experience, specialist market insight, and portfolio management expertise, are allied to a professional oath which places integrity, transparency, and respect at the heart of all we do.

Our commitment to each client is clear and ongoing – we will be by your side, every step of the way.

Insights and Outlooks

Following their Q3 2024 earnings announcement, hear Portia Capital Management’s Founder and Chief Investment Officer Michelle Connell’s thoughts on one of the world’s most valuable companies – Nvidia.

As a Chartered Financial Analyst (CFA) – the highest distinction in the investment management profession – Michelle is a highly respected market commentator who offers over 20 years of direct industry experience, including portfolio management, institutional private equity, private debt, real estate, and hedge funds. She is frequently called upon for her market insights and outlooks by leading media outlets such as Fox Business News, Financial Advisors Magazine, New York Times, The Stock Investor, and the Schwab Network. 

Non-Profit Organizations

Investment expertise and lived experience underpin our empathy with, and understanding of, the unique investment needs of charitable foundations, endowments and non-profit organizations.

Working with charitable Boards and investment committees, Portia Capital develops investment strategies designed to help clients preserve their legacy, and confidently deliver on their philanthropic mission over the long term.

High Net Worth Individuals

Portia Capital offers a proven track record in helping private clients to achieve their financial goals. Each client’s personalized investment strategy is optimally positioned to navigate today’s increasingly complex, volatile, and fast-moving markets.  

Our specialist institutional investment and portfolio management expertise is combined with a boutique, client-focused approach – and a commitment to values which are truly aligned with those of our clients.

A Few Words from Our Clients

  • “With more than 20 years of direct industry experience, Michelle brings not only a wealth of knowledge but also profound dedication to her client engagements. Her specialist expertise and commitment have helped us achieve our goals of maintaining our lifestyle during retirement, while also being able to pass on a legacy to our children.”

    Private client.
    Fort Worth

  • “The sustained returns achieved on our investments with Portia Capital Management have provided us with the means to increase our distributions by more than 86% in eight years. We have prospered to the point that we have been able to bless our city with hundreds of thousands of dollars more than we had in the past.”

    Foundation President.
    Louisiana

Get in Touch

Please get in touch if you feel that your investment portfolio could be better aligned with your financial aspirations – I would be delighted to have an opportunity to discuss how we might work together.


Michelle Connell
Founder and Chief Investment Officer
Portia Capital Management

Joe Moore
Wealth Advisor
Portia Capital Management