Institutional Portfolio Construction

We firmly believe that, if the needs of institutional and retail investors are the same, the asset mix should also be the same.

This means utilizing a mix of public and private investment solutions. Portland is uniquely positioned to offer the best in these categories.


private/alternative equity exposure

Compare the amount of private/alternative investing these successful institutions have used compared to the average investor.

important News
 

Michael Lee-Chin on BNN

"Legendary investor Michael Lee-Chin tells BNN's Amber Kanwar where to find opportunities in today's market."

PART 1 PART 2
 

Banks Bet on Wealth to Counter Weary Consumers

Wealth management will be a significant part of earnings growth for the country’s banks in the fiscal fourth quarter. The six largest lenders will average per-share profit growth of 11 percent after excluding some items for the period ended Oct. 31, Aiken estimates.

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THE ALLURE OF PRIVATE EQUITY

How the Rich Stay That Way: Tiger 21 Investment Allocation Index Shows High Net Worth Investors Seek Security and Income.

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