Prospective Client Materials
Thank you for sharing your interest in our firm — and if you were referred here, thank you for trusting someone in your life enough to take their recommendation. Both speak to us.
Whether you’ve reached out to us directly, been referred by someone you trust, or are simply exploring whether we’re the right fit — this page brings together everything you need to know about our firm and how to get ready for a first meeting.
Thank you for considering us.
Choosing a financial advisor is a deeply personal decision. It’s not simply about returns or strategies; it’s about finding people you’d genuinely want in your corner through every season of life.
— The team at Portfolio Advisors
Your Prospective Client Packet
As a registered advisory firm, we’re required to provide certain documents when someone inquires about our services. These are yours to review at your own pace — no need to print them, as we’ll have hard copies at our meeting.
1. Form CRS
Our Customer Relationship Summary provides important information about our firm’s services, fees, and conflicts of interest.
6. Investment Advisory Agreement
The formal agreement between our clients and our firm. We encourage prospective clients to review this in advance of the first meeting.
7. Privacy Policy
Information on how we collect, use, and protect your personal information.
8. ADV Brochure
Our firm brochure provides additional details about Portfolio Advisors, Inc., including our services, fees, and each of our advisors.
9. Initial Meeting Information Sheet
A short form to complete before our first meeting, along with a checklist of financial documents that are helpful, but not required to bring.
Explore Further
The best way to decide if we’re the right fit is to explore what we’re about. Here are the best starting points.
Questions to Ask a Prospective Financial Advisor
The questions you should ask any Financial Advisor you’re considering — not just us.
Knowledge Center
View articles and insights on the topics that come up most for our clients.
Webinars & Insights
Expert-led market perspectives and on-demand educational content for informed financial decision-making
Client Testimonials
Read and hear from the families and individuals we’re privileged to work with.