Investment Management
Porter, White & Company has produced superior investment results for clients. We invest our clients’ money using the same approach and investment options that we use for our own money, and structure each portfolio to meet client objectives. We are committed to independence, objectivity and ongoing research and education to provide the best available investment advice to individuals, families, trusts, institutions and companies.
We work to understand our clients’ situations and objectives and craft and execute plans to reach those objectives. Our process begins with analysis of our clients' current situation, financial objectives, ability and willingness to take risk, and other constraints and special circumstances. We then recommend and implement an investment plan that includes appropriate allocations of stocks, bonds, and other investments. All of this is documented in Investment Policy Statements.
The professionals at PW&Co are investment experts and work closely with other professionals assisting the client, including lawyers and accountants. Some of the investment management services we provide are:
- Review and analysis of existing investment portfolio;
- Development of investment plan;
- Allocation of investments among stocks, bonds, real estate and other investment categories;
- Selection of investment vehicles, including mutual funds and individual securities;
- Quarterly reporting on portfolio holdings and performance; and
- Ongoing measurement, planning, and review of policies and investments.
