Adam Torres and Michelle Connell discuss alternative investments.
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Show Notes:
Alternative investments have been used to increase diversification in the investment portfolios of many. Have you considered what role alternative investments may play in your portfolio? In this episode, Adam Torres and Michelle Connell, CFA, President and Owner at Portia Capital Management, LLC, explore alternative investments and traditional portfolio management.
About Michelle Connell
Michelle P. Connell, CFA has devoted her professional life to the wealth management of private investors, as well as non-profit institutions. She received her Master of Business Administration from San Diego State University (with Honors) and an undergraduate degree from Seattle University (Magna Cum Laude). Ms. Connell is the founder of PCM and serves as its Chief Investment Officer. Ms. Connell has extensive experience managing equities, fixed income and private investment portfolios. She has served as a senior portfolio manager for several private banks and boutiques in Texas, Chicago and the West Coast.
Ms. Connell is a Chartered Financial Analyst (CFA). The CFA Institute’s mission is to lead the investment profession globally by promoting the highest standards of ethics, education and professional excellence for the ultimate benefit of society. The CFA Institute believes that high ethical standards are critical to maintaining the public’s trust in financial markets and in the investment profession.
Ms. Connell is also an adjunct professor of Finance at the University of Texas in Dallas. Her classes include Corporate Finance, as well as Domestic Fund Management where she oversees the management of the university’s undergraduate fund. Proceeds of this fund are used for scholarships for the university’s business majors.
About Portia Capital Management, LLC
Portia Capital Management, (aka “PCM”), was named for the heroine, “Portia,” in the “Merchant of Venice,” one of William Shakespeare’s plays. Portia’s characteristics of ethics, tenacity, and loyalty make her one of literature’s best-known heroines. “Portia” defeats every obstacle that is put before her.
The test of a good investment strategy is the ability to withstand the obstacles of economic uncertainty and market volatility. The goal of PCM is to provide our clients with investment plans that are sound and meet their individual goals, but also adapt to global dynamics.
Mission:
Build a trusted relationship with every PCM client and reach an understanding of their family’s or organization’s goals and needs. Develop a strategic plan for each client that preserves their legacy and empowers them with a customized portfolio. Educate our clients on the dynamics of the investment markets and help them become confident of their futures.
Driving Force:
Portia Capital Management is committed to contributing a minimum of 10% of its profits towards the education of children from single parent homes. This effort will be known as “Portia’s Children.”
Portia’s Children’s goal is to give disadvantaged youth hope and help them move beyond their economic circumstances.
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