welcome

democratizing opportunities

WE UNDERSTAND HOW WEALTH IS CREATED

It's simple, but not easy. For many years we've studied the world's wealthiest people to understand how they do it.

FIVE LAWS OF WEALTH CREATION
1. Own a few high-quality businesses,
2. that you thoroughly understand,
3. that are domiciled in strong, long-term growth industries,
4. that use other people’s money, prudently, and
5. that are bought at attractive valuations and held as long as the company remains high quality and at a reasonable valuation.

Institutional Portfolio Construction

We firmly believe that, if the needs of institutional and retail investors are the same, the asset mix should also be the same.

This means utilizing a mix of public and private investment solutions. Portland is uniquely positioned to offer the best in these categories.


private/alternative equity exposure

Compare the amount of private/alternative investing these successful institutions have used compared to the average investor.

important News
 

The Return of Michael Lee-Chin

Renowned billionaire Michael Lee-Chin has a vision. It’s a vision tied to a philosophy, he says, and has always been at the heart of his many businesses and at the root of his prosperity.

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Banks Bet on Wealth to Counter Weary Consumers

Wealth management will be a significant part of earnings growth for the country’s banks in the fiscal fourth quarter. The six largest lenders will average per-share profit growth of 11 percent after excluding some items for the period ended Oct. 31, Aiken estimates.

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THE ALLURE OF PRIVATE EQUITY

How the Rich Stay That Way: Tiger 21 Investment Allocation Index Shows High Net Worth Investors Seek Security and Income.

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