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- Custodian
- Charles Schwab & Company · Jackson National Life · US Bank
- Clients
- Retail and Institutional
- Platforms
- UnisonSignal +more
- Established Date
- 05-02-2018
- Office Locations
- 1
Office Locations
About Portside Investment Advisors, LLC
Portside Investment Advisors is an independent RIA specializing in asset allocation and discretionary multi-asset class portfolio management for retail and institutional clients. The team uses a rigorous qualitative/quantitative, research-driven proprietary process to pursue client growth objectives while mitigating volatility. Portside emphasizes low-cost implementation, often via ETFs, and acts as a fiduciary without compensation from banks, brokers, or asset managers.
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Investment Themes
Investment Vehicles
Platform
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Owner & Executives
MICHAEL T HOLLOWAY
Investment Advisor, PRINCIPAL
- CRD
- #4783026
- Ownership
- 75% or more
Eric Alan Arvold
Financial Advisor, General Partner, PRINCIPAL
- CRD
- #1659290
- Ownership
- 5% but less than 10%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,638,163 | -- |
| Non-Discretionary | $0 | -- |
| Total | $76,638,163 | -- |
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Separately Managed Accounts
Total SMA Asset: $67,504,030
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,366,181,296 | 28.7% |
| Cash | $1,270,977,024 | 26.7% |
| Equity - Exchange | $561,705,202 | 11.8% |
| Corporate - Investment Grade | $1,561,350,052 | 32.8% |
| Total | $4,760,213,574 | 100.0% |