Most Frequently Asked Questions About Our "Client Experience"

In our first meeting, we will gain mutual understanding of your goals and priorities. Based on those goals and priorities, we will offer proposed solutions that agree with your objectives. As part of our ongoing partnership, we will collaborate with you to determine action steps and follow up.

Our clients come from different walks of life and many have been with us for a long time. They value our relationship and have entrusted parts of the investment management process to us. They also favor our investment philosophy and an approach which relies on scientific research, rather than stock picking or market timing.

Portfolio Advisors is a locally owned firm that dates back to 1990. We work in a team environment so that you receive the benefit of a wide range of experience. Mike, a CFP® designee, leads the Portfolio Advisor team and is the owner of the firm. Mike started with the firm in 1994 and took the reins when his father retired. Bill, also a CFP® designee, started in 1995. Ken has been a client for over 25 years and brings significant business experience to the firm.

Portfolio Advisors prides itself in working in a team environment. Your lead advisor will work with you on a regular basis and involve other team members to provide additional expertise as needed. We normally have two advisors present during client meetings and our support staff will also work closely with you.

Portfolio Advisors offers extensive experience with two CERTIFIED FINANCIAL PLANNERS™ designees on staff ready to assist you on a variety of issues including taxes and estate planning.

We do not sell products or receive commissions for the investment vehicles that we recommend to our clients. We work on a fee-only basis and are compensated directly by clients for the assets we manage. Our fees are customarily deducted from your account on a quarterly basis.