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.
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.
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.
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.