Here at Portland Investment Advisors, we provide investment management services to high net worth individuals, corporations and non-profits.  As an independent investment manager, we are distinguished by our commitment to remain objective throughout the investment process, and in an ongoing fashion as changes to strategies are made.  We are able to accomplish this goal through the use of our fee-only business model, eliminating all conflicts-of-interest that are more commonly found within a commission-based advisory model.

While our portfolios are customized to the individual needs of each and every client, we are also able to provide the benefits commonly found within specialization.  It is widely accepted, within most every industry, that those who specialize are better equipped with the knowledge and tools needed to produce a particular result.  We strongly believe this to be true within the investment advisory industry as well.  Here at PIA, we accomplish this task through the use of narrowly defined strategies, implemented and managed by subject matter experts, which afford our clients a higher level of confidence, and often at a lower expense.  Specialized in the art of portfolio construction, we are able to match your particular needs and goals to a particular strategy in a way that is efficient and cost effective.

 

Account Types

*  Taxable Accounts –  For individuals and/or business entities

*  Individual Retirement Accounts –  (Individual Retirement Accounts or IRAs)- Traditional, Rollover or Roth

*  Retirement Plans –  Company 401(k), Solo 401(k), Sep-IRA, SIMPLE- IRA

* Specialty Accounts –  Trusts (Irrevocable/Revocable), Custodial Accounts