Borden Portfolio Management
Firm details
- Headquarters
- ,
- CRD number
- 122501
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Borden Portfolio Management is a small, sole‑proprietor advisory practice focused on portfolio management for individuals and small businesses. The firm charges a percentage‑of‑AUM fee and manages discretionary accounts exclusively. Its client base is individual and family investors rather than institutional or pension clients. The adviser reports a preference toward fixed‑income allocations while maintaining a meaningful allocation to exchange‑traded equities and mutual funds for core exposure. With a compact asset base, the firm appears to run customized, account‑level portfolios rather than a productized platform. It is not an active ESG investor, is not registered as a multi‑state adviser, and does not position itself as a pension consultant or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- Investment Grade Corp Bonds40%
- State & Local Bonds10%
- US Government Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1Curtis Borden
Sole ProprietorCRD 3013302
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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