Portfolio LLC Why choose Portfolio, LLC?

In a word, unprecedented: our economy is facing challenges unseen in decades. Why would you continue to work with the same institutions that helped create this problem?

At Portfolio, LLC we are:

• Your fiduciary: We are legally required to only act in our client’s best interest.

• Fee-based only: We do not receive compensation from any commission-based products including mutual funds, annuities, and insurance.

• Transparent: 24/7 access to your accounts from two independent sources.

• Direct access: Personal contact with your Chief Investment Officer, Lee Eugene Munson, CFA, CFP.

• Independent: Our only business is money management. We use all available sources of information and are not limited to the agenda of a single institutional research department.

• Call us. 505-884-3445

Portfolio, LLC is an independent Securities and Exchange Commission (SEC) registered investment advisory firm offering personal money management.
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