There
are some new and exciting changes at Portfolio Advisors that were announced by
Mike Leffler in a letter sent to clients in early February. In his letter,
Mike announced that Tina Mistry and Ken Hatfield have both been named
partners and now join Mike as owners of the firm. The letter stated:
"As I grappled with the future of the company and its continued success, I
began to think that it would be a good idea to share in the ownership of
the company. The problem was with whom and when. I never liked the
idea of selling the company to a larger firm. I liked the idea of
remaining independent with local ownership. I am happy to say that I
had to look no further than within the walls of Portfolio Advisors
itself. I found two individuals that are trustworthy, extremely
competent, and have proven track records." To read his letter in its
entirety, please read below.
