Bob has been managing my mother's investments for more than 25 years, and his consistent, thoughtful approach has been instrumental in ensuring she has had the financial resources to support round-the-clock care for over a decade. At 95 1/2 years old, my mother continues to benefit from his conservative investment strategies, which have helped maintain her lifestyle and comfort level. Over the years, my family has relied on Bob and his team not only for their expertise and guidance, but also for their genuine compassion and exceptional customer service. Bob has truly become an indispensable member of our trusted circle!

BOB PORTER has assisted my family with our financial investments for over three decades. I have found him to be responsive to my reach outs and super willing to answer my detailed questions. It has been a pleasure to work with someone who is honest, clearly discloses his reasonable fee schedule and also shown a genuine interest in helping us achieve our financial benchmarks. I have noted over the years that we are not just another customer. His care and concern for my family and our assets has been remarkable. When handing over the responsibility for growing investments to another person, integrity is everything. Bob has not disappointed in this arena. Lastly, Bob's superior knowledge of many types of investments and has been crucial. He has directed us very, very well!

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.