{"id":8,"date":"2023-08-07T15:00:52","date_gmt":"2023-08-07T15:00:52","guid":{"rendered":"https:\/\/www.portadvisors.com\/index.php\/about\/"},"modified":"2024-04-05T23:35:36","modified_gmt":"2024-04-05T23:35:36","slug":"about","status":"publish","type":"page","link":"https:\/\/www.portadvisors.com\/about\/","title":{"rendered":"About"},"content":{"rendered":"\n
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About<\/h1>\n\n\n\n

Our Mission: Seeking to Enrich Lives Through Transformative Actions<\/h2>\n\n\n\n

Our company mantra stems from the belief that small actions lead to significant results over time. We aim to have long-term relationships with the families that we serve to ensure they are making steady progress towards their goals and when encountering life challenges along the way, they have a steady partner in us to help them navigate those challenges. <\/p>\n<\/div>\n<\/div>\n\n\n\n

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Our Core Values<\/h2>\n\n\n\n
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Client-Centric Transformation<\/h3>\n\n\n\n

At the heart of every decision is the well-being and growth of our clients.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Learning and Innovation<\/h3>\n\n\n\n

Knowledge is power, and we commit to educating our clients and ourselves while embracing innovative solutions for impactful results.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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Stewardship<\/h3>\n\n\n\n

We understand the responsibility entrusted to us and vow to manage every resource with care and wisdom, striving for excellence in every endeavor. <\/p>\n<\/div>\n<\/div>\n\n\n\n

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Relationships Over Transactions<\/h3>\n\n\n\n

We believe in building deep, lasting relationships that go beyond mere transactions.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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A Legacy of Trust<\/h2>\n\n\n\n
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30 years ago, when Portfolio Advisors was founded by Gary Leffler, it was founded with the idea that there had to be a better way to serve clients and to serve those relationships over time. As an independent advisory firm based in the Central Valley, we look to these founding principles while blending them with fresh perspectives on the financial world with our current team.<\/p>\n\n\n\n

Our advisors include CERTIFIED FINANCIAL PLANNERTM<\/sup> professionals (CFP\u00ae) and Investment Advisor Representatives backed by 30 years of experience as well as diverse backgrounds and next-generation insights that are as diverse as the families we serve. In some cases, we are already working with the third or fourth generation of family members amongst our clients.<\/p>\n\n\n\n

Our goal is to help you align your capital (money, time, energy, and attention) with what is truly important to you and help you do so one step at a time. Whether it\u2019s achieving a specific goal or navigating through personal challenges, we aim to leave you better off than when you first walked through our doors.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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1990<\/h2>\n<\/div>\n\n\n\n

ESTABLISHED<\/h3>\n<\/div>\n\n\n\n
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$200M+<\/h2>\n<\/div>\n\n\n\n

Assets Managed<\/h3>\n<\/div>\n\n\n\n
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Over 250<\/h2>\n<\/div>\n\n\n\n

FAMILIES SERVED<\/h3>\n<\/div>\n\n\n\n
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30+ Years<\/h2>\n<\/div>\n\n\n\n

OF EXPERIENCE<\/h3>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n
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Ready to be at the center of your financial picture?<\/h1>\n\n\n\n

We’ve been transforming lives for over 30 years. Let’s start your journey today.<\/p>\n\n\n\n

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Contact Us<\/a><\/div>\n\n\n\n
Schedule a Meeting<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n
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Registration as an investment adviser or adviser representative does not imply a certain level of skill or training. For more information on the CERTIFIED FINANCIAL PLANNERTM <\/sup>credential, please see our Disclosures page. Assets Managed totals are based on the firm\u2019s regulatory assets under management, as of December 31, 2023. Not all services will be necessary or appropriate for all clients, and the potential value and benefit of the adviser\u2019s services will vary based upon a variety of factors, such as the client\u2019s investment and financial circumstances and overall objectives. The effectiveness and potential success of adviser\u2019s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, the client\u2019s tax bracket and financial circumstances, coordination with the client and the client\u2019s other engaged professionals, market conditions, and other factors. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.  <\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Our Core Values Client-Centric Transformation At the heart of every decision is the well-being and growth of our clients. Learning and Innovation Knowledge is power, and we commit to educating our clients and ourselves while embracing innovative solutions for impactful results. Stewardship We understand the responsibility entrusted to us and vow to manage every resource […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"post_statement":"","post_description":"","post_cta":"","post_button":"Read More","post_button_url":"","compliance_id":"","post_disclaimer":"","footnotes":""},"oi_page_folder":[],"_links":{"self":[{"href":"https:\/\/www.portadvisors.com\/wp-json\/wp\/v2\/pages\/8"}],"collection":[{"href":"https:\/\/www.portadvisors.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.portadvisors.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.portadvisors.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.portadvisors.com\/wp-json\/wp\/v2\/comments?post=8"}],"version-history":[{"count":2,"href":"https:\/\/www.portadvisors.com\/wp-json\/wp\/v2\/pages\/8\/revisions"}],"predecessor-version":[{"id":3523,"href":"https:\/\/www.portadvisors.com\/wp-json\/wp\/v2\/pages\/8\/revisions\/3523"}],"wp:attachment":[{"href":"https:\/\/www.portadvisors.com\/wp-json\/wp\/v2\/media?parent=8"}],"wp:term":[{"taxonomy":"oi_page_folder","embeddable":true,"href":"https:\/\/www.portadvisors.com\/wp-json\/wp\/v2\/oi_page_folder?post=8"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}