PORTIA CAPITAL MANAGEMENT

WHY PORTIA? OUR DIFFERENCE

Personalized Service. The Best Solutions. Goals-Based Wealth Management.

As a former mutual fund manager, Michelle Connell, CFA, uses her experience and knowledge to perform the due diligence necessary in choosing the best investments for you. When you invest your money through a large firm or bank, you’re limited to a bucket list of investment products. Ms. Connell is dedicated to finding the best investment solutions for you, and her knowledge, expertise and industry contacts allow her to offer exclusive access to alternative assets and the top emerging market funds you wouldn’t get anywhere else.

At Portia Capital Management, you’ll receive personalized, high-touch service. Ms. Connell acts as your outsourced Chief Investment Officer, communicating with you regularly to provide the level of service you deserve. Working with Portia Capital Management, even individuals have access to funds typically only available to institutions and the super rich.

Rather than focusing on instant return, the team at Portia Capital Management is intently focused on goals-based wealth management — working closely with you to help you achieve your investment goals and ensure you have enough money for retirement.

Michelle Connell, CFA is a subject expert on investments and finance as featured in the following: