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Home > Financial Services > Accountants > The Portola Group, Inc.
The Portola Group, Inc.
The Portola Group, founded in 1979, manages assets for more than 600 high-net-worth accounts. Accounts are individually managed in order to meet specific client return and risk objectives. The firm has four offices in the United States. The Portola Group provides highly personalized investment management and financial advisory services for individuals and families. They are dedicated to achieving financial peace of mind for their clients.
Their clients are people with substantial assets people ready to seek counsel in setting and achieving financial objectives for themselves and their families. Their horizons extend beyond the short term, and they build lasting relationships with them. They believe wealth can be intelligently managed to meet their clients' objectives, and they thus select investments that they expect to perform with consistency over time. They remove the burden of administrative responsibilities from their clients, and they work with other advisors attorneys, accountants, brokers, and bankers to promote coherence among their clients' diverse interests.
They bring the counsel and experience of seasoned professional advisers to the management of investments. They protect their independence, so that their counsel to clients is founded solely on what they feel is best for them. They build portfolios designed to meet client priorities using a rigorous forward looking process. They believe in research and in independent, fact-based examination of all the options.
Their experience indicates that superior and consistent returns are best achieved over the long-term by diversifying investments among multiple asset categories with different risk and return characteristics. For most clients, the categories range from U.S. equities, U.S. bonds, and international securities to cash, gold, and real estate.
They allocate client funds after projecting prospective returns based on economic forecasts. Within each category, they select investments with great care and evaluate whether they are appropriate for the client in question. They select investments that are likely to perform well compared with other, similar, investments and to contribute to a balanced aggregate portfolio return. From time to time, client circumstances dictate a somewhat different approach, typically justifying either a narrower or all equity focus. In these situations, they tailor a portfolio to meet specific needs, diversifying risk as appropriate.
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