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Porter Investments, Inc.

5847 San Felipe Street Suite 1700
Houston, Texas 77057
United States
 
Contact :      Bob Porter
Phone :       713-461-5303
Fax :             713-461-5303
Email :         bob@porterinv.com
Web :           http://www.porterinv.com

Porter Investments, Inc. Information

Type of organization : C Corporation
Total Assets Managed ($Mil) : $22
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 2012
Wrap Programs Offered? : No
# of Accounts Managed : 60
In-House Research : 70 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Porter Investments, Inc. History


Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
40
$22
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 4 Analysts : 0
Portfolio Managers : 1 Traders : 1
Client Service : 1 Operation : 1

Porter Investments, Inc. Personnel

Mr.  Robert Porter

President/CEO
Tel : 713-461-5303
Email: bob@porterinv.com
Robert Porter received a BS in Computer Science from Texas A&M University. He spent 10 years developing information systems and providing marketing support for technology companies. He later worked for Fidelity Investments, where he developed allocations and investments programs for individuals and closely held companies. He left Fidelity to form Porter Investments, Inc.

Porter Investments, Inc. Product Name

Aggressive Strategy:Privately Managed Accounts
Report Created: April,23 2019.  Copyright Money Manager Review , All rights Reserved.
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