Our Services
Investments
- Bonds
- Common Stock
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuity
- Mutual Funds
- ETF's
Financial Planning
- Retirement Plans
- Tax Plans
- 401 (k) Planning
- 403 (b) Planning
- College Plans
- Estate Plans
- Profit Sharing Plans
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
- Health Insurance
Tax Planning
- While Portus Capital Management, LLC is not a CPA firm, we are co-located with Grubbs CPA. Many of our clients enjoy being able to sit down with both their Investment advisor and CPA in one location.