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Our Company

Portus Capital Management, LLC is a comprehensive Financial Advisory Firm. Our philosophy is to provide our clients with both personal and professional service. We offer Investment Advisory Service, Estate Planning, Insurance and a full range of Employee Benefit Plans.

Our mission is to help our clients achieve their financial goals and objectives. We will build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals.

Our success is based on our avid commitment to education and research. We have equipped our business with the most advanced technology available in the financial service industry and utilize our capabilities to the fullest. We have partnered with Charles Schwab as the custodian for client assets. In addition to all the tools provided by Portus, clients have access to all of the tools and support provided by Charles Schwab.