Featured speakers include Dimensional Funds Vice President Weston Wellington presenting his topic, "Redefining Investment Advice." Also, Dale de Goede, Attorney at Law, will present his topic, "Top Ten Estate Planning Tips." The Forum will be held on October 6th at 5:30 p.m. in the University Business Center at California State University, Fresno. Please see invitation and speaker bio for further details.
We develop strong personal relationships with our clients and bring clarity to financial issues important to them. We provide insight leading to solutions in helping them to achieve lifelong goals, and we partner together in implementing a plan to do just that!
Portfolio Advisors – Welcome to our Family
When you join Portfolio Advisors, you join our family. Developing and maintaining strong personal relationships with our family of clients is fundamental to our way of doing business and one of the reasons why many of our clients have been with us since the beginning, over twenty years ago.
We invite you to spend a little time exploring our website and learning about our client experience process, our strategy, and philosophy. Answers to the five most frequently asked questions can be found in our FAQ area. If you are not already a client, we hope that you will consider joining the Portfolio Advisors family.