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P-PRO process

About Our Investing Journey

Bob Porter founded Porter Investments in 1996, following his work at Fidelity Investments, where he advised high-net-worth clients on investment planning. In the early years, we used a variety of analytical tools and research services to build portfolios of mutual funds, stocks, and ETFs. While this approach sometimes delivered excellent annual returns, overall performance was inconsistent and increasingly difficult to manage. We knew we could do better.

After 2008, we improved our process by incorporating quantitative and tactical models to reduce volatility and smooth returns. This shift proved effective, it led to stronger performance with less volatility. But even then, something felt incomplete.

Managing money well always involves tradeoffs. Some are obvious, like annual returns or drawdowns. Others are subtle and harder to quantify. We found that the broader financial services industry didn’t offer a clear solution to these challenges.

The Problem: Investment Management is Deeply Personal

Every successful investment strategy balance three core objectives:

  1. Grow your money
  2. Protect your money
  3. Fund your future goals

 

Every strategy created is a combination of return, risk, and time. The internet and financial media offer countless approaches to growing or protecting your money. Many advisors focus on helping you reach your long-term goals. The problem is that these three objectives are more interconnected than most people realize – and few advisors illustrate this relationship in a way that is personalized, practical, and emotionally sustainable.

If your goal is retirement, or not outliving your retirement savings – your time horizon may be decades long. But when markets or strategies underperform in the short run, you’ll often hear, “You need to think long term,” or “Short-term volatility doesn’t matter.” That’s true – for some. But in our experience, most investors struggle to follow that advice when emotions are running high.

One truth stands out from decades of conversations with investors:

Most investors don’t fail because they choose the wrong strategy – they fail because they abandon the right one at the wrong time.

We needed to find a solution that delivered:

  • The returns you need
  • The volatility you can expect
  • For the timeframes that matter to you

The Solution: The Porter Performance Risk Optimized (P-PRO) Process

The P-PRO Process is designed to identify the right investment strategy for you—by optimizing the relationships between return, risk, and time.

The “right” strategy isn’t just the one that matches your financial goals. It’s also the one you can stick with—emotionally and practically—through life’s inevitable ups and downs. Through tariffs, inflation, and debt crises. Our process helps you find that balance.

Using analytics, Monte Carlo simulations, and statistical modeling, we help you pursue benchmark-like returns, or better through a process that:

  • Anticipates real-world scenarios
  • Quantifies both the most and least likely outcomes over specific timeframes
  • Provides clarity and confidence, so you can stay invested

We go beyond traditional metrics like annual returns, drawdowns, or Sharpe ratios. Yes, past performance matters—but it’s not enough. What matters more is identifying the most likely future outcomes and aligning your strategy with those probabilities.

We ask a better question:

What is the highest probable return I can achieve, with a level of volatility I can stay with, for as long as I need my portfolio to grow?

Our process is rules-based, repeatable, and thoroughly tested. Our emotions and feelings are not. This drives our firm’s most important goal of:

Helping You Maximize Long-Term Returns While Minimizing Short-Term Regret.

Are We a Good Match for Your Strategic Investment Management Needs?

Our no pressure, process to help you make the decision for yourself:

Step #1

Introduction and Discovery Meeting

We will spend the first 15 minutes getting to know each other and determine if we are a good fit to work together.

Step #2

Review our Analysis and Assessment

In this 30-45 minute meeting, we will review the findings of our P-PRO process. and show you any hidden risk in your current portfolio.

Step #3

Time to Reflect

Now is the time for you to reflect, without us, on everything we’ve discussed.

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