What Is a Buy and Hold Investor?

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The Porter Investments Strategies were developed by our President and founder, Bob Porter. His prior work at Fidelity Investments allowed him the opportunity to advise and study a diverse group of investors.

Is Your Portfolio Built to Last?

What most investors don’t know to ask – and why your future may depend on it.

Whether you manage your money or work with a financial advisor, most portfolios are built on silent assumptions.

This guide reveals the questions that uncover hidden risk, challenge false confidence, and clarify your financial future.

In this short, insightful guide, you’ll discover :