Portia Capital Management

  • Investment Bank/Securities Brokerage
  • Fort Worth TX
  • 3 employees
  • Investment Management
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Company Overview

Website
portia-capital.com
Employees
3
Founded in
2017
Industry
Investment Bank/Securities Brokerage
SIC Code
6722 - Management Investment Offices, Open-end
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Financials & Stats

Revenue

$3B

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Who is Portia Capital Management

Portia Capital Management, also known as PCM, is a small investment management firm based in Fort Worth, Texas. Employing three people, the company generates approximately $2.5 million in annual revenue. PCM was inspired by the literary heroine Portia from Shakespeare's "The Merchant of Venice," who exemplifies ethics, tenacity, and loyalty in overcoming challenges. PCM offers investment planning services tailored to individual client goals. They aim to create sound investment strategies that are adaptable to fluctuating market conditions and global economic dynamics. The company's ultimate goal is to build lasting relationships with clients, understand their unique needs, and develop customized portfolios that preserve their legacies. PCM also strives to educate clients about investment market trends, empowering them to make confident financial decisions. Beyond providing financial guidance, PCM is dedicated to social responsibility. The company has established "Portia's Children," an initiative that commits a minimum of 10% of profits to supporting the education of children from single-parent homes. This program aims to provide disadvantaged youth with opportunities and hope for a brighter future. For more information about Portia Capital Management and its services, visit their website at portia-capital.com.

Company Leadership

Michelle Connell

Owner/President

Phone Email

Portia Capital Management Industry Tags

Capital Management
Investment Management
Wealth Management
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FAQ

What is the location of Portia Capital Management's headquarters?
The headquarters of Portia Capital Management are situated at Fort Worth TX
What is Portia Capital Management's official website?
The official website of Portia Capital Management can be found at portia-capital.com.
What is Portia Capital Management's current revenue?
As of February 2019, Portia Capital Management's annual revenue reached $3B.
How many employees does Portia Capital Management currently have?
Portia Capital Management employs approximately 3+ people as of February 2019
Which industries is Portia Capital Management primarily operating in?
Portia Capital Management operates in the following industries: Investment Management
Who is the Owner/President of Portia Capital Management?
Portia Capital Management's Owner/President is Michelle Connell
What are Portia Capital Management's industry tags?
Portia Capital Management's industry tags include: Capital Management, Investment Management, Wealth Management
When was Portia Capital Management founded?
Portia Capital Management was founded in 2017.