Disclosure

Portia Capital Management LLC (PCM) is an SEC-registered investment adviser. A registered investment adviser (RIA) is a firm that has sufficient assets to be registered with the SEC.

However, being registered with the SEC does not imply that an RIA has to have a certain level of skill or training. PCM complies with the current filing requirements imposed upon SEC-registered investment advisers by those states in which PCM maintains clients. PCM may only transact business in those states in which it is registered, filed, or qualifies for an exemption or exclusion from notice filing requirements. Additional information about Portia Capital Management LLC is available on the SEC’s website at: www.adviserinfo.sec.gov

This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services. The fee charged by PCM is in addition to any fees and expenses charged by any money market or other managed funds in which the client may be invested or commissions charged by brokers for trades or custody fees. PCM-supervised persons do not accept compensation for the sale of securities or other investment products. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources that we, and our suppliers, believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information.

Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. All investments involve risk, including possible loss of principle. Individual results may vary. Any reference to specific company names is intended solely to provide insight into how the manager analyzes securities, and are not a recommendation for any particular security or strategy. There is no assurance that securities will be part of any portfolio now or in the future, or that they were or will be profitable.

Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE.

Past Performance: Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (Including the investments and/or investment strategies recommended or undertaken by PCM) made reference to, directly or indirectly, by PCM in its website, or indirectly by a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio.

Podcasts and Webinars: Any podcasts and webinars that we partake in are education-based.  They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Use of Hyperlinks: Portia Capital Management LLC (PCM) provides links for your convenience to websites produced by other providers. PCM is not responsible for errors or omissions in that material, and does not necessarily approve of, recommend or endorse the information provided. Users who gain access to that material are subject to the copyright and other restrictions on use imposed by those providers.