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

The Power of Access 2014

Michael Lee-Chin joins CHCH in studio to talk about his current speakers series for business owners, Access 2014


Michael Lee-Chin and Family Donate $10M in support of Joseph Brant Hospital

Joseph Brant Hospital Foundation announced Michael Lee-Chin and family’s historic $10 million dollar donation at its 14th annual Crystal Ball Gala. The donation is the largest ever made in the City of Burlington and the largest made to the Joseph Brant Hospital.

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Mutual fund guru Lee-Chin gives Burlington five rules to good investing

The mutual fund guru told a select audience of business people and other folks with money to invest Tuesday evening that following five simple rules can help them turn modest wealth into the kind others envy.

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