Our Mission: We develop strong personal relationships with our clients and bring clarity to issues important to them. We provide insight leading to solutions in helping them to achieve lifelong goals, and we partner together in implementing a plan to do just that!
Wednesday, May 28, 2014
Recording of College Planning Webinar Now Available
In case you missed our College Planning webinar presented by Global College Search Associates in April, a recording is now available. This is a new recording as the audio problems experienced during the actual presentation have been corrected. Please click below.
The Path to a Successful College Search
Tuesday, February 11, 2014
Dimensional Funds Video
At Portfolio Advisors, our approach to investing focuses
on controlling the things which are actually within our ability to do so.
This differs from the conventional approach that relies on market
timing, stock picking, and active trading. We believe that the
structure of the portfolio is the single most important aspect in determining
returns. We also believe that controlling costs, by minimizing trading
and using low cost funds, can have a significant positive impact on
returns over time. As such, our fund family of choice is Dimensional Fund
Advisors. For more than 30 years, Dimensional has been translating
compelling research into practical investment solutions. We offer this
four minute video that helps explain how Dimensional is different, and how
their investment philosophy evolved by drawing upon the academic community.
To view, click on the link below.
Wednesday, February 5, 2014
Announcement from Portfolio Advisors
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.
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