Old Port Advisors

About Old Port Advisors

Website	http://www.oldportadvisors.com
Employees	11-50 employees View all Old Port Advisors employees
Industry	Investment Management
Location	130 Middle St, Portland, Maine 04101, US
Information	Old Port Advisors, founded in 1994 and registered with the United States Securities and Exchange Commission under the Investment Advisors Act of 1940, has been specifically structured to provide individuals, institutions and retirement plans with unique, experienced and comprehensive investment and advisory services. We are independent investment advisors dedicated to helping our clients meet their financial goals through investment selections that are determined by precise and disciplined criteria. These are then monitored within our wealth management services to ensure that each client's individual portfolio strategy is designed, structured, implemented and meticulously managed in accordance with individual needs and goals. As a team, we formulate an investment strategy and portfolio structure to manage a well defined, long-term investment policy targeted at the unique financial circumstances and goals of our clients. Our retirement plan consulting arm is committed to providing cost-effective fiduciary investment monitoring, participant education, design and forward looking investment services for retirement plans, unbiased by any platform or vendor. As a fiduciary, we perform all of our own research and select investments and platforms that work in your plan’s and your organization’s best interest. Specialties Our investment philosophy and organizational structure are based on a team concept - coordinating the efforts of our clients’ tax, legal and risk management advisors to formulate comprehensive investment strategies within coordinated financial and estate planning structures. We are committed to an investment and planning philosophy that "individualizes" each client's objectives and risk level.

Get verified email of Old Port Advisors employees

Old Port Advisors Alternatives

Aegon Asset Management (formerly TKP Investments)

investment management

DWS Group

investment management

Universal PropTech Inc.

investment management

Tiedemann Advisors

investment management

Caledonia Investments plc

investment management

International Farming Corporation, LLC

investment management

Bangarra Group

investment management

CSG Workforce Services

Investment Management

Frequently Asked Questions about Old Port Advisors

Who are the decision makers in Old Port Advisors?

The decision makers in Old Port Advisors are Fredric Williams, Jake Kenyon, Jason Foster, etc. Click to Find Old Port Advisors decision makers emails.

What services does Old Port Advisors offer?

Old Port Advisors provides a range of financial advisory services, including investment management, financial planning, and wealth management. They specialize in tailored solutions for individuals, families, and businesses, focusing on aligning financial strategies with clients' long-term goals.

What industries does Old Port Advisors support?

Old Port Advisors serves a diverse array of industries, including healthcare, technology, real estate, and manufacturing. Their team has extensive experience in these sectors, allowing them to provide specialized insights and strategies that cater to the unique challenges and opportunities within each industry.

How does Old Port Advisors approach investment management?

Old Port Advisors employs a disciplined investment management approach that combines thorough market research, risk assessment, and strategic asset allocation. They focus on building diversified portfolios tailored to clients' risk tolerance and investment objectives, ensuring a balanced approach to growth and capital preservation.

Can Old Port Advisors assist with retirement planning?

Yes, Old Port Advisors offers comprehensive retirement planning services. Their team works with clients to assess their current financial situation, set retirement goals, and develop a personalized plan that includes investment strategies, tax considerations, and income planning to ensure a secure and comfortable retirement.

What is the process for becoming a client of Old Port Advisors?

To become a client of Old Port Advisors, interested individuals or businesses can start by scheduling a consultation. During this initial meeting, the team will discuss your financial goals, assess your current situation, and outline how their services can help you achieve your objectives. Following this, a tailored plan will be developed to meet your specific needs.

Does Old Port Advisors provide services for businesses?

Yes, Old Port Advisors offers specialized services for businesses, including corporate financial planning, employee benefits consulting, and succession planning. They work closely with business owners to develop strategies that enhance financial performance, manage risks, and ensure long-term sustainability.