EDUCATING CLIENTS FOR FINANCIAL SUCCESS
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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:
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LATEST INTERVIEW IN THE MEDIA
Interview on TDAMERITRADE
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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.

WHY PORTIA

 

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?

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.

 

REGULAR CONTRIBUTOR TO

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STOCKINVESTOR.COM

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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.
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CONTACT US

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