Portia Capital Management

Wealth ManagerFort Worth, United States
$60M
Assets Under Management
Fort Worth
Headquarters

About Portia Capital Management

The test of a good investment strategy is the ability to withstand the obstacles of economic uncertainty and market volatility. The goal of PCM is to provide our clients with investment plans that are sound and meet their individual goals, but also adapt to global dynamics.\ \ \ \ \ \ Build a trusted relationship with every PCM client and reach an understanding of their family's or organization's goals and needs. Develop a strategic plan for each client that preserves their legacy and empowers them with a customized portfolio. EdÊte our clients on the dynamics of the investment markets and help them become confident of their futures.\ \ \ \ \ \ À\u8203 Portia Capital Management is committed to contributing a minimum of 10% of its profits towards the edÊtion of children from single parent homes. This effort will be known as \"Portia's Children.\" \ \ \ \ \ \ Portia’s Children’s goal is to give disadvantaged youth hope and help them move beyond their economic circumstances.\ \ \

Preferred Investment Types

Private EquityGrowth CapitalLong-Term Investments

Preferred Sectors & Themes

Wealth & Estate PlanningInvestment ManagementRetirement PlanningCapital MarketsBusiness & Administrative ServicesCorporate Finance ConsultingDiversified Finance ConsultingLegal & Tax ServicesMulti-Asset InvestingReal Assets Financial ServicesFinanceTraditional Investments (Liquid Assets)Professional Business ServicesCommercial & Professional ServicesAlternative Investments

Preferred Geographies

United States

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Frequently asked questions

What type of investor is Portia Capital Management?

Portia Capital Management is a wealth manager based in Fort Worth, United States, managing approximately $60M in assets.

Where is Portia Capital Management headquartered?

Portia Capital Management is headquartered in Fort Worth, United States.

How much does Portia Capital Management manage?

Portia Capital Management manages approximately $60M in assets under management.

What does Portia Capital Management invest in?

Portia Capital Management focuses on Private Equity, Growth Capital, Long-Term Investments, Wealth & Estate Planning, Investment Management, Retirement Planning, Capital Markets, Business & Administrative Services.

How can I contact Portia Capital Management?

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