The Portland Difference
Wealth Preservation and Creation
At Portland, we are committed to the preservation of wealth for our clients. We understand that significant wealth is traditionally lost by future generations. Our Advisors are devoted to working with families to ensure successful intergenerational wealth preservation via due diligence and principled investing.
The Wealthy Invest Differently. At Portland we understand this and have made it our mission to provide ACCESS to investment opportunities both within the public and private realm that are typically reserved for the affluent and institutional investor.
How Wealth is Created
Wealth is created not only in the public markets, but also by private businesses. The world’s most successful institutions and high net worth investors have been investing in this space for generations and have achieved above average rates of return utilizing an asset mix combining traditional and private and alternative investments.
The largest and most successful institutions in the world, like the Canada Pension Plan (CPP), have private/alternative investments.
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The Portland Difference
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Michael Lee-Chin
Michael Lee-Chin discusses the illiquidity discount and private investing.
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The investment objectives of successful institutions and affluent investors are the same as those of the wealth-seeking investor:
Yet... The Wealthy Invest Differently
The world’s most successful institutions and affluent investors have acheived above average rates of return utilizing an asset mix combining traditional and private and alternative investments. Why? Private Investments are not impacted by market fluctuations which dampens volatility and are a source of diversification that can mitigate overall portfolio risk and are often long-term investments with high growth potential.
The Wealthy Invest Differently. Portland's mission is to provide all wealth-seeking investors with ACCESS to investment opportunities both within the public and private realm that are typically reserved for the affluent and institutional investor.
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