Michelle Connell, CFA

Michelle Connell, CFA, to serve as chair of the premium Marcus Evans Private Wealth Management Summit in Florida. Read More

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.

PORTIA'S CHILDREN
OUR DRIVING FORCE


Portia’s Children’s goal is to give disadvantaged youth hope and help them move beyond their economic circumstances. To that end, we contribute a minimum of 10% of our profits towards the education of children from single parent homes.


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ABOUT
THE PCM MISSION


Build a trusted relationship with each client and reach an understanding of their goals and needs. Develop a strategic plan that preserves each clients legacy and empowers them with a customized portfolio. Educate on the dynamics of the investment markets and help our clients become confident.

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MARKET INSIGHTS
OUR BLOG


Learn what’s happening in the markets and how current events impact your investment portfolio. Get valuable tips to help you make decisions that will benefit your future. Get the latest Portia Capital Management news and see what we’re up to. Learn more about our charity efforts. All on our blog!

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EDUCATING CLIENTS FOR FINANCIAL SUCCESS