"Wealth is not without its advantages and the case to the contrary, although it has often been made, has never proved widely persuasive." John Kenneth Galbraith
"The gratification of wealth is not found in mere possession or in lavish expenditure, but in its wise application."Miguel de Cervantes

Reporting

We provide an initial report taking into account your current situation, objectives and current investments.

Frequent and candid communication with our clients is the key to our success. It is often easy to suffer from information overload which makes it easy for investors to lose sight of the long-term goals and beliefs guiding the management of their investment portfolio. During times of extreme optimism and pessimism that inevitably occur in all financial markets, Portland provides clients with a safe pair of hands to guide them through.

We provide you with valuations of the assets we manage on your behalf. We will give you access to view your investments online any time day or night and provide you with a regular summary of your holdings. When we make a recommendation we will ensure that you are informed in writing.

We send our clients periodic newsletters and updates throughout the course of the year to give them a longer term view not affected by the daily fluctuations.