I once self managed(DIY) my investments including the stock market portfolio. Working with Porter Investments has greatly reduced stress. The goal is a reasonable return with emphasis on risk management. I no longer watch the market closely as I have gained confidence in Bob’s analytical methodology. In retrospect, I wish I would have done this much earlier in my life. I can now focus more on my other business interests. To illustrate my confidence in Porter Investments, I took a minority ownership position in the company and am very pleased with the results.

I joined Bob Porters service just after I retired. I wanted diversification of management strategy as well as diversification of company for security purposes. I love this service because quantitative methods are dispassionate and objective. This office has exceeded all of my expectations. I do business with people and not necessarily companies and logos. Bob is a great advisor. He listened carefully to my financial wants and needs and then placed me into a great quantitative plan appropriate for my situation. Finally, he follows up continually. I am not one to write reviews. I normally keep my opinions to myself and have only written a handful of them in my life. Bob Porter is an honest and trustworthy man who is deserving of your consideration. His service has made a nice difference in my overall financial performance. Thanks Bob!

As a retired executive who successfully built numerous computer and technology based companies, accountability and results were paramount in our success. I have know Bob for almost 15 years. He has always exhibited those qualities that I demand from financial professionals. He is always learning, asking questions, and is striving to do the best for is clients. I consider him a good friend.

Bob has delivered nice results since he began managing my accounts. He is quick to respond to queries. I have worked with several financial advisors in the past, so this isn't new to me. It has been a pleasure to work with Bob. My university major was mathematics and computer science, so I understand the principles of Bob's investment strategies. He has exceeded my expectations.