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Home > Financial Services > Stock Brokers > Porter, White & Company, Inc.
Porter, White & Company, Inc.
Porter, White & Company, Inc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Porter, White & Company is an investment firm that was established in 1975 to serve small to middle market companies, public entities and individuals. As experienced investment bankers, they analyze businesses, explore financing options, and raise capital on behalf of clients through relationships with a variety of financial intuitions and individuals. They provide advice to clients on valuation, investments, strategic planning, complex projects and other business endeavors. PW Advisers, Inc. is a registered, independent investment advisor. They are a fee-for-service provider and do not make commissions on products in which their clients invest. There are no soft-dollar costs, hidden trading fees or any forms of compensation received from a third party. PW Advisers have developed relationships with a number of financial institutions that enable them to deliver a high quality investment platform to their clientele .Custody of Assets is Most of their client accounts are held at Fidelity Institutional Brokerage group,Record Keeping for the firm uses the industry standard Axys portfolio management software from Advent Software, Inc. to keep track of portfolio performance and produce reports,Investments Funds firm is approved by Dimensional Fund Advisors and uses their mutual fund products in conjunction with those from Vanguard and other mutual fund companies.
As investment bankers they raise capital for their clients through relationships with a variety of financial institutions and individuals. The Company advise corporations, municipalities and individuals on significant projects and business enterprises their investment banking practice is divided into the corporateand ifinance areas. Their capability in both is particularly applicable to private clients faced with dealing with the public sector, and to public entities dealing with private interests.
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