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You've done the financial planning.

You saved for retirement.

Your kids will soon be off your payroll (mostly).

And now, you need a specialized, complementary money manager to still grow your portfolio, but also sustain it through any prolonged, recessionary bear markets.  

 How will you responsibly improve the investment management of your portfolio in new market environments as you focus on the "second half of life" questions? 

Porter Investments is a specialized money management RIA firm based in Houston.  We work with seasoned individual investors across the United States, focusing on the sustainability of their portfolio through consistent performance.  Your life at this stage should not be spent making money that you have already made once before.

Do you have the time, desire, or energy to rebuild a portfolio after the next true bear market?  Are you seeking downside protection along with letting your accounts grow with the stock market?   

* For our purposes, a bear market is defined as a decline in price of greater than 25% from a previous high in the broad, US based equity indices, Bear markets are considered prolonged when lasting greater than 12 months in duration. While our goal is to preserve prior gains or profit from bear markets, there is no guarantee we can always be successful in achieving our goal or that account losses will be less than any predetermined or predefined amount or percentage.