Michelle Connell

Portia Capital Management, LLC

Serving Dallas-Fort Worth Metro Area

Dallas, TX 75206

469-909-7342

About Portia Capital Management, LLC

PCM's investment process starts with meeting you to obtain an understanding of your financial goals and your feelings about risk.

After reviewing your current investments, an investment portfolio is created specifically for your objectives. Special consideration is given to downside risk.

Upon your approval, your customized portfolio strategy is implemented. This portfolio is monitored and when necessary, adjusted to maintain its strategy.

Our communication is a continuous process and is not limited to regular reviews.

See Disclosures

General Information

Firm Start Year

CRD#

2526305

Firm CRD#

286662

States Licensed in

Years of Experience in Financial Services

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Education Funding and Planning, Risk Management, Wealth Management, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning

Services

Investment Types

Bonds, Stocks, Commodities, Options & Futures, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments

Can meet clients in the following ways

Email, Phone, Our Office, Video Conference

Compliance

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFA^®

Securities Licenses

Series 65, Series 66

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$500K+

Disclosures

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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1892461/retirementplanning-Portia-Capital-Management,-LLC-detailed-disclosure.html

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