RESEARCH & PORTFOLIO MANAGEMENT

Overview

Research & Portfolio Management is a small, owner-operated RIA registered with the SEC in 2021 that focuses on portfolio management for individuals, families and small businesses. The firm runs a fee-for-service model based on a percentage of assets under management and also operates as an insurance broker, which informs its use of insurance products alongside traditional investment strategies. Its stated preference is equities: the firm concentrates the bulk of client capital in exchange-traded instruments and constructs portfolios that emphasize liquid, publicly traded exposures rather than private-market allocations. Research & Portfolio Management does not position itself as a capital allocator or an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices