We are wealth builders. We craft bespoke investment strategies tailored to navigate today’s increasingly complex, volatile, and fast-moving markets.

Wealth with Purpose

Choosing the right people to manage your money is one of the most critical financial decisions you will make – we believe that the combination of our approach, values, and experience makes us precisely what you are looking for.

Introducing Portia Capital

Founded

Track Record

Assets Under Management

Changing Lives

We are grateful to The H&B Young Foundation, a longstanding client, for giving us their permission, time, and boundless energy to make this short film about our work together.

Their achievements in the communities they serve are an uplifting testament to the value of devotion and perseverance – a reminder that the power of love is a force to be reckoned with.

Michelle Connell: "Working with the Foundation has been life-affirming and oftentimes humbling. I am proud of all that we have accomplished together in bringing joy and support to the communities served, and feel blessed by the continuing trust placed in me as the guardian of their financial future."

Our Fundamentals

The Portia Capital team bring vast wealth planning experience.
As a Chartered Financial Analyst (CFA), Portia Capital’s Founder and Chief Investment Officer, Michelle Connell, holds the highest distinction in investment management.
In addition to being highly skilled, CFA Charterholders are held to the industry’s strictest code of ethics and have a fiduciary duty to act in each client's best interests.
In addition to being highly skilled, CFA Charterholders are held to the industry’s strictest code of ethics, with a fiduciary duty to act in the best interests of each client.

Portia Capital’s specialist proficiency in Alternative Investments enables us to offer our clients a more comprehensive approach to investment strategy, one that goes beyond the conventional ‘bucket’ approach, which typically comprises a portfolio of stocks, bonds, mutual funds, and low-cost ETFs.
Instead, we have a proven track record in identifying value and mitigating risk across this increasingly important component of modern investment portfolios, including private equity, private debt, real estate, and hedge funds.
We also offer our accredited clients the opportunity to capitalize on our proprietary institutional network, which provides access to exclusive private/pre-IPO investment opportunities.
Our highly experienced team has sourced and rigorously appraised each opportunity.

The Portia Capital team brings over 40 years of combined wealth management and investment industry experience. Portia Capital’s Founder and Chief Investment Officer, Michelle Connell, brings invaluable expertise to evaluating investment opportunities, drawing on her background as an equity analyst and institutional portfolio manager, as well as her experience in private equity and venture capital.
Our specialist proficiency in Alternative Investments – such as private equity, private debt, real estate, and hedge funds – allows us to further diversify our clients' portfolios and exploit Alternative Investments' attractive income and capital growth opportunities.

As a wholly independent wealth manager, with access to the most suitable financial solutions from the entire investment market, Portia Capital is able to develop investment strategies that truly align with clients’ needs.
We operate a fee-only business model, which eliminates all conflicts of interest arising from commissions or product sales. This can lead to more objective and unbiased financial advice, as the advisor is not incentivized to push specific products or investments.
As a CFA with longstanding institutional experience, our Chief Investment Officer can offer clients unique access to exciting private investment opportunities and managers.

At Portia Capital, we use our deep investment knowledge, specialist market insight, and longstanding experience – accrued over many economic cycles – to help clients navigate today's increasingly complex investment landscape and, at times, fast-moving, volatile financial markets.

We leverage our capacity to offer unbiased advice, shaping investment strategies that perfectly align with each client’s aspirations. Our active approach seeks to safeguard and enhance our clients' wealth by incorporating all asset classes, including Alternatives, an increasingly crucial and prominent component of modern investment strategies.

We also offer our accredited clients the opportunity to capitalize on our proprietary institutional network, which provides access to exclusive private/pre-IPO investment opportunities, each of which has been sourced and rigorously appraised by our highly experienced team.

In turn, we diligently curate fully diversified investment portfolios backed by expert knowledge, each optimally positioned to capture attractive market upside while avoiding downside volatility.

Independent Custody of Your Assets

To ensure the security of our clients’ assets and provide complete transparency, Portia Capital utilises the major third-party brokerage firm Charles Schwab & Co. for the custody and trading of most client accounts. This enables our clients to log-in and view their holdings, as well as all their trading activity.

Charles Schwab & Co. is one of the largest custodians in the country and a popular choice among independent investment advisors for client accounts.

For further information see Resources.

Expert Compliance Platform for RIA’s

In line with our mission to always act in our clients' best interests, Portia Capital strives to meet the highest compliance standards.

To this end, we retain Comply, a comprehensive compliance platform that ensures we meet all current state and SEC regulations. Operating in 61 countries, with over 4,000 Registered Investment Advisors (RIAs) registered, Comply provides an expert solution designed to meet the most complex compliance challenges.

For further information see Resources.

What Our Clients Say

The sustained returns achieved through our investments with Portia Capital Management have enabled us to increase our distributions by more than 94% over nine years (as at December 31, 2024). 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

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

Past performance is not necessarily indicative of future results. All investments involve risk including loss of principal. Certain investments involve greater or unique risks that should be considered along with the objectives, fees, and expenses before investing.