As your circumstances in life have allowed you to create or inherit wealth, your attitude towards traditional investment approaches has matured. As you have learned, the often preached “buy and hold” investment philosophy requires an obligation to always suffer through the worst the market has to offer.  Porter Investments was formed for individuals, trusts, and foundations that feel this strategy should not comprise their entire investment approach.

Through the use of independent quantitative models, we provide solutions that seek to participate in the upward moves in the markets while avoiding the significant drops that occur along the way. We believe this results in a more efficient use of your time and capital, letting you focus on that next milestone.