We blend deep institutional investment expertise, academic rigor, and a lifetime of experiences to deliver an exclusive wealth management service.
By Your Side
Our mission is to secure the financial futures of our clients and those who depend upon them. We do this for high-net-worth individuals, families, non-profits, and foundations.
Extensive, high-level institutional investment experience, portfolio management expertise and access to specialist market opportunities are underpinned by a professional oath that binds us to a fiduciary duty to place our clients' best interests at the heart of all we do.
Our personal commitment to each client is clear and ongoing – throughout life’s journey, we will be by your side every step of the way.
Changing Lives
We are grateful to The H&B Young Foundation, a longstanding client, for giving us their permission, time, and boundless energy to make this short film about our work together.
Their achievements in the communities they serve are an uplifting testament to the value of devotion and perseverance – a reminder that the power of love is a force to be reckoned with.
Michelle Connell: "Working with the Foundation has been life-affirming and oftentimes humbling. I am proud of all that we have accomplished together in bringing joy and support to the communities served, and feel blessed by the continuing trust placed in me as the guardian of their financial future."
Past performance is not necessarily indicative of future results. All investments involve risk including loss of principal. Certain investments involve greater or unique risks that should be considered along with the objectives, fees, and expenses before investing.
About Us
-
We are wealth builders. We create investment strategies – each optimally positioned to navigate today’s increasingly complex, volatile, and fast-moving markets.
-
We believe that it's not only our deep professional expertise and longstanding experience that underpins the performance that we deliver to our clients, but also our shared sense of purpose.
-
We first listen to learn. Then carefully craft investment portfolios aligned with each client’s unique financial situation – and optimized to help them realize their financial aspirations.
-
Discover the depth of experience which underpins Michelle’s advice.
Who We Advise
-
Portia Capital specializes in providing wealth planning and investment management services tailored to the specific needs of high-net-worth individuals and families, including high-earning professionals, business owners, and individuals who have accumulated significant wealth.
-
Investment expertise and lived experience underpin our understanding of the unique financial needs of charitable foundations, endowments, and non-profit organizations. We develop bespoke investment strategies designed to help such clients preserve their legacy and confidently deliver on their philanthropic mission over the long term.
Our Services
-
We offer a comprehensive financial advisory service tailored to the needs and objectives of high-net-worth individuals, foundations, and endowments. Our premium investment-led approach begins by understanding each client’s unique financial situation, specific goals, and risk tolerance.
-
As Alternative Investment specialists, we have a proven track record in identifying value and mitigating risk across this increasingly important component of modern investment portfolios.
-
To ensure a complete and seamless service for clients, Portia Capital has built a valuable network of vetted, trusted professionals. These specialists include insurance brokers, estate planning attorneys, and tax advisors.
Portia Capital in the Media
As a Chartered Financial Analyst (CFA) – the highest distinction in the investment management profession – Michelle Connell, Portia Capital’s Founder and CIO, is a highly respected market commentator who offers over 20 years of direct industry experience, including portfolio management, institutional private equity, private debt, real estate, and hedge funds.
She is frequently called upon for her market insights and outlooks by leading media outlets including the Schwab Network, Stock Investor, and Investor’s Business Daily. See more in News & Media.
Insights & Outlooks
Subscribe to ‘Insights & Outlooks’, Portia Capital’s market commentary, and receive exclusive access to our latest thinking.
Hi Michelle,
Best article I’ve seen on the events of the past few days! Let’s catch up soon.
Executive Managing Director
Real Estate Investment Management Firm
Get in Touch
Our initial consultation – free and without obligation – is a no pressure opportunity
to discuss your objectives and review your portfolio.