PORTIA CAPITAL MANAGEMENT

THE PORTIA STORY

Portia Capital Management, (aka "PCM"), was named for the heroine, "Portia," in the "Merchant of Venice," one of William Shakespeare's plays. Portia's characteristics of ethics, tenacity, and loyalty make her one of literature's best-known heroines. "Portia" defeats every obstacle that is put before her.


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.



THE PCM MISSION

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. Educate our clients on the dynamics of the investment markets and help them become confident of their futures. PCM's practice focuses on the preservation of wealth for foundations, charities and families



PORTIA'S DRIVING FORCE

Portia Capital Management is committed to contributing a minimum of 10% of its profits towards the education 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.


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ABOUT PCM
WHY PORTIA CAPITAL MANAGEMENT?


Michelle Connell, Owner and President of Portia Capital Management, LLC, is a CFA charter holder and has vast experience in finance, as well as the public and private investment markets. As a CFA charter holder, Ms. Connell is held to the highest fiduciary standard in finance. While these facts do not provide a guarantee to financial success, they may help give you a comfort level that your investment counsel is putting your needs first.

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CHARITY
PORTIA'S CHILDREN


PCM is committed to contributing a minimum of 10% of its profits towards the education of children from single parent homes.
Unfortunately, our nation has become a place where the number of individuals below the poverty line continues to increase. Once someone becomes poor, it becomes difficult to move up the income scale. Education and skills can provide a means out of this economic trap.

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ABOUT PCM
THE INVESTMENT PROCESS


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.


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EDUCATING CLIENTS FOR FINANCIAL SUCCESS