Portside Investment Advisors

Portside Investment Advisors

Investment Management, 1009 W Glen Oaks Ln, Mequon, Wisconsin, 53092, United States, 1-10 Employees

portsideia.com

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Who is PORTSIDE INVESTMENT ADVISORS

Portside is an independent Registered Investment Advisor providing Chief Investment Officer (CIO) services through consulting and/or discretionary management arrangements. Our portfolio m...

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  • 1009 W Glen Oaks Ln, Mequon, Wisconsin, 53092, United States Headquarters: 1009 W Glen Oaks Ln, Mequon, Wisconsin, 53092, United States
  • 2018 Date Founded: 2018
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from PORTSIDE INVESTMENT ADVISORS

Portside Investment Advisors Org Chart and Mapping

Employees
Kathy Pederson

Kathy Pederson

Director

Eric Arvold

Eric Arvold

Principal

Dick Kinney

Dick Kinney

Managing Director

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Frequently Asked Questions Regarding Portside Investment Advisors

Answer: Portside Investment Advisors's headquarters are located at 1009 W Glen Oaks Ln, Mequon, Wisconsin, 53092, United States

Answer: Portside Investment Advisors's official website is https://portsideia.com

Answer: Portside Investment Advisors's revenue is $5 Million to $10 Million

Answer: Portside Investment Advisors's SIC: 6282

Answer: Portside Investment Advisors's NAICS: 523940

Answer: Portside Investment Advisors has 1-10 employees

Answer: Portside Investment Advisors is in Investment Management

Answer: Portside Investment Advisors contact info: Phone number: Website: https://portsideia.com

Answer: Portside is an independent Registered Investment Advisor providing Chief Investment Officer (CIO) services through consulting and/or discretionary management arrangements. Our portfolio management expertise is analyzing the entire multi-asset class portfolio, not just a single asset class. We use asset allocation to generate strong performance while controlling overall risk. Every discretionary portfolio is uniquely managed in relation to the clients own objectives against a benchmark to verify value added performance net of expenses. Portsides team is made up of experienced investment management professionals with decades of combined experience, not sales representatives.

Answer:

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