Wall Street Reflections: Fostering Legacy through Independent Capital Management
It is truly an honor to be here with you 14 years after embarking on my Wall Street career. I still distinctly remember the day I began to understand markets and their function in the world. My thought in those moments were always of amusement, “investing in markets can really change the trajectory of one’s life”. I still believe that to this day.
After leaving New York in 2014 and returning home to Texas, I understood my motivation in finance and the service to my clients. Leaving my corporate career path on Wall Street wasn’t an easy thing to do, however I knew wanted to foster, educate, and protect that which mattered to them most, legacy. I stand here before you 10 years after that decision of departure as the founder and portfolio manager of my own firm, Portafolio Capital Management LLC.
Markets, over several years, teach us many things, but over a decade, they inspire and mold our way of thinking for a lifetime. My focus at Portafolio Capital is to educate Main St. to understand and see markets the way that we do and ultimately instill a partnership with our clients, as fiduciaries, for a lifetime. I look forward steadfast, with a humble heart, and in service to you for the years to come.
Portafolio Capital Management is an independent wealth and capital management firm based in San Antonio, Texas. With over 12 years of combined investment and macro-economic analysis experience, our goal is to instill confidence in our investors through how we view markets and our investment approach. As a Registered Investment Advisor (RIA) and fiduciary, we are held to the highest standard when it comes to managing your money and are bound by law to act solely in your best interest.
Learn more about our strategy and management style by scheduling a 15-minute warm meeting at: https://calendly.com/portafoliocapital/15min
All content is not to be received as financial advice and is for informational purposes only. Each individual should consult with their dedicated financial advisor, tax preparer, estate attorney, etc. before making any financial or investment decisions. Portafolio Capital does not recommend (nor does it make recommendations of) the buying or selling of any securities through any of our published content mediums. We expressly disclaim and do not assume any liability in connection with any inaccuracies in any of the information provided or in connection with information stated. While we do our best to vet thoroughly and provide you with information from reputable resources, not limited to: FRED, Yahoo Finance, CNBC, and company specific investor websites, unfortunately we cannot guarantee the accuracies of such and ask that you do your own due diligence when researching any finance, economics, and earnings information. Furthermore, we do not undertake an obligation to update or revise publicly any information as it changes. Please read our entire legal disclaimer page at portafoliocapital.com/disclosures-and-documents
