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- Custodian
- Capital Group ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- DeltaSummit
- Established Date
- 10-17-1996
- Office Locations
- 1
Office Locations
About Porter Investments
Porter Investments is a fee-based RIA offering outsourced portfolio management using index-based ETFs. The firm runs passive strategies aimed at tracking broad market indexes net of fees and tactical models built to participate in equity/bond uptrends while limiting severe bear-market drawdowns, including selective use of inverse ETFs. It also provides retirement income projections to support sustainable spending, and often complements existing advisor relationships. Custodied at Fidelity/NFS.
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Owner & Executives
ROBERT WILSON PORTER
Founder, President
- CRD
- #1675449
- Ownership
- 75% or more
MARK M RAMERT
--
- CRD
- --
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,314,815 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,314,815 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,314,815
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,041,661,267 | 50.5% |
| Cash | $3,961,628,371 | 49.5% |
| Total | $8,003,289,638 | 100.0% |