Old Port Advisors | Est. 1994 Employee Directory

Investment ManagementMaine, United States11-50 Employees

Old Port Advisors is an independent investment advisory firm focused on delivering comprehensive investment management and advisory services to individuals, institutions, and retirement plans. Based in Portland, Maine, the firm was founded in 1994 and operates under the regulatory framework of the U.S. Securities and Exchange Commission as an investment adviser. Its approach centers on tailoring investment strategies to each client’s objectives and risk tolerance, with ongoing monitoring embedded in its wealth management offerings. 

The firm’s retirement plan consulting arm provides fiduciary investment monitoring, participant education, and forward-looking design services for retirement plans, selecting investments and platforms in the plan’s best interest without bias toward any one platform or vendor. It employs a team-based structure that coordinates tax, legal, and risk management considerations to craft integrated investment strategies within coordinated financial and estate planning, emphasizing individualized objectives and risk profiles.

Sign up for free to view info

Company overview Email format