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Bob Porter

Houston-Based Fiduciary & Quantitative Investment Management for Age 50+

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Porter Investments Bob Porter
Houston, TX

Serving Clients Nationwide

Houston-Based Fiduciary & Quantitative Investment Management for Age 50+

6 Certified Advisor Reviews™
5 out of 5 Stars
Jump to Reviews

(713) 461-5303

Website

Areas of Focus

  • High Net Worth
  • Investing
  • Investment Management
  • Retirement Planning
  • Social Security

About Bob Porter

Hi, I'm Bob Porter, President and CEO of Porter Investments. For more than 25 years, I’ve been focused on strategic investment management, helping people age 50 and over find more growth and less frustration with their money. My work focuses on investment management and guiding investors through the ups and downs of markets.

My Path to Porter Investments

Growing up in Texas, I never imagined I’d end up in this line of work. As a kid, I wanted to be a professional football player. I played nose guard in high school, although my build back then made me look more like a football turned sideways. In college, I majored in electrical engineering but spent more energy on the social side of campus than on Thermodynamics or Differential Equations. Luckily, I had enough math and science credits to graduate with a degree in Computer Science—a foundation that became surprisingly valuable later.

After college, I started out in software development, building cost analysis and accounting systems. I found myself increasingly drawn to investing and investment strategies. I also wanted to better understand how people make decisions with their money—and why those decisions so often go off track.

From Fidelity Investments to Today

My first chance to work directly with individual investors came at Fidelity Investments. There, I was assigned to work with seasoned, high net worth ($1M and over) investors on portfolio risk management and retirement income planning (lifetime paycheck replacement). I also conducted seminars on asset allocation strategies. What I discovered was eye-opening. Many DIY investors actually choose strategies that fit them well but end up abandoning those strategies at the worst possible times. It was clear that emotions often do more damage to our investments than markets.

Quantitative Investing and a Rules-Based Approach

That experience shaped how I manage money today. Over time, I saw that emotions and biases are unavoidable—we’re all human. But we don’t have to let them drive our decisions. That’s why I rely on Quantitative Investing and a Rules-Based Portfolio Management style. By using quantitative models and a rules-based approach, we create discipline, minimize knee-jerk reactions, and keep portfolios on track through both good markets and tough ones.

Most people try to solve “What are the best returns I can make?”. We try to solve “What are the best returns we can reliably make for the longest period of time?”

Outside of the Office

My wife and I have three daughters, all married now and officially off the “payroll.” Thankfully, all three of my sons-in-law play golf, so we never have trouble putting together a foursome.

Outside of work, we love snow skiing and hiking in Colorado, traveling, spending time with our growing family, and hanging out with our two Labrador Retrievers. We’re also active in our church, where I’ve served as an usher for many years, and we take part in activities that provide support to families in need throughout the Houston area.

Primary Location

One Riverway, Suite 1700 Houston, TX 77056

Additional Locations

📍 511 University Drive East, College Station, TX 77840

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule an introduction and discovery meeting. We will spend the first 15 minutes getting to know each other and determine if we are a good fit to work together.

If we decide to move forward, we’ll spend more time learning about you, what has worked or not worked for you in the past, and what you see as your main concerns and challenges. We always encourage questions, but especially during this first visit. After our visit we will start to work on an investment solution for you, utilizing our own PPRO Investment Analysis Process. Many times on these initial calls, we are able to share with you some initial thoughts and helpful suggestions we've learned while working with investors with similar backgrounds. I look forward to speaking with you.

Offers Investment Management

Yes

About Porter Investments

Houston-Based Fiduciary & Quantitative Investment Advisor for Investors Age 50 + with $1M to $8M

At Porter Investments, we help Self directed (DIY) and Hybrid investors turn market uncertainty into clear, disciplined approaches through Strategic Investment Management and Tactical Asset Allocation solutions.

Our rules-based, quantitative investment process blends data, discipline, and behavioral insight to help clients grow wealth while minimizing the impact of bear markets. Your portfolio construction starts with more reliable portfolio backtesting.

Based in Houston’s Uptown/Galleria area, we serve clients locally and nationwide who value fiduciary guidance, quantitative discipline, and transparency.

Our Philosophy

Most investors don’t fail for lack of information — they fail for lack of structure.

That’s why our proprietary PPRO Process (Porter Performance Risk Optimization) combines statistical modeling, Monte Carlo simulations, and ongoing portfolio monitoring to keep you aligned with your goals and risk tolerance.

Our focus: helping clients capture opportunity while controlling downside risk, so they can stay invested with confidence through any market cycle.

Who We Serve

We specialize in helping:
• Individuals and couples age 50–75 preparing for or living in retirement
• Self-directed and hybrid investors seeking a more data-driven partner
• Investors wanting quantitative, tactical, and defensive portfolio strategies
• Households with $1 million – $8 million looking to balance growth and preservation

Core Services

• Quantitative Investment Management – Model-driven portfolios using momentum, risk, and volatility metrics. View Our Services
• Tactical Asset Allocation – Systematic positioning across equities, bonds, and alternatives. See Porter Tactical Solutions
• Retirement Income & Withdrawal Strategies – Monte Carlo-informed spending rules that adapt to markets and inflation. See Porter Retirement Income Planning Service
• Sequence-of-Returns Risk Mitigation – Protecting early-retirement withdrawals through portfolio design. Don't Outlive your Money!
• Behavioral & Emotional Risk Coaching – Avoiding the costly mistakes of fear, greed, and overconfidence

Why Clients Choose Us

As you see from our reviews below, clients appreciate our responsiveness, performance, quantitative rigor, and plain-English explanations.
We translate complex statistics into visuals and probability ranges that make outcomes clear.
Our commitment: To provide evidence-based investing, fiduciary duty, and guidance that replaces guesswork with clarity.

Education

Texas A&M University, Bachelor of Science (BS), Computer Science

Volunteer Experience

Church, Fundraising, mentoring

Hobbies and Interests

  • Church
  • Family
  • Fishing
  • Football
  • Golf
  • Hiking
  • Skiing
  • Traveling

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • DIY Investors
  • Engineers
  • Gen X
  • Individuals
  • Investors
  • Living in Retirement
  • Parents
  • Scientists

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

Excellent Service!

✅ Wealthtender Certified Advisor Review™
Nov 3, 2025
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!
Relationship to Financial Advisor: Sonia, while not a client, has full POA authority over her mother's accounts as of the date of her comments, as they may also represent her thoughts in that capacity.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sonia M.
Sonia M.

CONSISTENT PERFORMANCE, DISPLAYED KNOWLEDGE & HONESTY OVER MANY YEARS

✅ Wealthtender Certified Advisor Review™
Oct 30, 2025
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!
Relationship to Financial Advisor: Client as of Oct 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for KS C.
KS C.

Solid Results and Less Stress

✅ Wealthtender Certified Advisor Review™
Sep 23, 2025
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.
Relationship to Financial Advisor: Client as of Sep 23, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: While Mark received no direct compensation in providing this review as a client of the firm, he could indirectly benefit as a minority owner of the firm.
Disclosure: This testimonial may not be representative of the experience of other clients of the firm and is no guarantee of future performance or success.
Avatar for Mark Ramert
Mark Ramert

Excellence In Quantitative Money Management

✅ Wealthtender Certified Advisor Review™
Sep 11, 2025
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!
Relationship to Financial Advisor: Client as of Sep 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Tod Gordon
Tod Gordon

Solid performer

✅ Wealthtender Certified Advisor Review™
Sep 10, 2025
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.
Relationship to Financial Advisor: Client as of Sep 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Paul Distefano, PhD
Paul Distefano, PhD

Outstanding results on my accounts since Bob took them over.

✅ Wealthtender Certified Advisor Review™
Sep 10, 2025
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.
Relationship to Financial Advisor: Client as of Sep 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This testimonial may not be representative of the experience of other clients of the firm and is no guarantee of future performance or success.
Avatar for Donna L
Donna L
Get answers to frequently asked questions regarding the services offered by Bob Porter View Disclosures

FAQs

What specific actions does Porter Investments employ to help clients avoid emotional selling during market corrections?
Porter Investments helps clients avoid emotional selling during market corrections by utilizing rules-based strategies built on reliable backtesting, automated rebalancing, and by providing timely advisor consultations. Our primary goal is to decouple market volatility from client behavior to protect the integrity of your long-term financial plan. • Reliable Backtesting: Analysis showing less likely and more likely outcomes. • Automated Rebalancing: Dynamic Strategic allocations based on rules, not headlines. • Timely Advisor Consultations: Online or phone consultations set when you want. Less emotional, more quantitative investing.
What are the core benefits of working with a fiduciary, investment-focused financial advisor?
The core benefits of working with a fiduciary, investment-focused advisor, such as Porter Investments located in Houston, Texas, are legal commitment to client-first advice, mitigated conflicts of interest, and comprehensive financial planning focused solely on achieving the client's long-term goals. • Fiduciary Standard: A fiduciary is legally required to put your interests above their own compensation. • Reduces conflicts: The "Fee Only" and "Fee-based" structure removes incentives to in house products. • Investment Focused: Specific expertise in models, portfolio construction and risk. Tactical Asset Allocation Specialists
What is Porter Investments' process for developing a comprehensive retirement plan to convert assets into predictable income?
Porter Investments develops a comprehensive retirement income strategy through a multi-stage process that prioritizes tax efficiency, longevity risk management, and the creation of reliable cash flow. This involves coordinating social security, pensions, portfolio withdrawals, and tax liabilities. • Tax Efficiency: Develops smart Tax aware withdrawal sequences from Taxable, Tax-Deferred, and Roth accounts. • Longevity Risk: Considers not just outliving money but regret of not spending enough. • Reliable Cash Flow: Creates spending "guardrails" you can reliably adjust with market conditions. How can I not outlive my money?
What can Bob Porter and Porter Investments do for me as a DIY investor that I cannot realistically do on my own?
A lot of smart people can handle the basics of investing on their own, and if you've had long term success in one area, you should continue investing that way. But what gets us in trouble is not what we know, it is what we don't know, but think we do. Where Porter Investments comes in is giving you structure and perspective that’s hard to create by yourself. Our PPRO investing process shows the trade-offs clearly—what risks you might be underestimating, and where blind spots can trip you up. When your DIY approach might need tweaking.
How could using Porter Investments with the other financial advisors I have now benefit me and provide greater perspective?
Most of our clients already had one or two financial advisors when they came to us. But it is not a question of competence, it a question of different perspectives. Porter Investments is a focused, specialized asset management firm. Over the last 15 years, many financial advisors have chosen to outsource their investment management responsibilities. We have found that some seasoned, engaged investors want a more direct relationship with the person "pulling the levers"--the one actually moving their investments and analyzing their retirement income strategies. The strength in diversity of thoughts
How does Porter Investments make sure my unique goals and fears are built into my portfolio, and not just generic numbers?
We've found that too many portfolios are built around averages, and not people. We are not just concerned about a good outcome, but what a good outcome really looks like to you. Then we run simulations that put your specific goals and fears into the numbers. It’s not just a model—it’s your life translated into probabilities. That way, the portfolio is built around you, not a template. The PPRO investing process
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