Bob Porter
Houston-Based Fiduciary & Quantitative Investment Management for Age 50+
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Serving Clients Nationwide
Houston-Based Fiduciary & Quantitative Investment Management for Age 50+
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
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 $8MAt 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 DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- DIY Investors
- Engineers
- Gen X
- Individuals
- Investors
- Living in Retirement
- Parents
- Scientists
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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!
CONSISTENT PERFORMANCE, DISPLAYED KNOWLEDGE & HONESTY OVER MANY YEARS
Solid Results and Less Stress
Excellence In Quantitative Money Management
Solid performer
Outstanding results on my accounts since Bob took them over.
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