The Portola Group provides highly personalized investment management and financial advisory services for individuals and families. We are dedicated to achieving financial peace-of-mind for our clients. Our clients are people with substantial assets—people ready to seek counsel in setting and achieving financial objectives for themselves and their families. Their horizons extend beyond the short-term, and we build lasting relationships with them. We believe wealth can be intelligently managed to meet our clients' objectives, and we thus select investments that we expect to perform with consistency over time. We remove the burden of administrative responsibilities from our clients, and we work with other advisors—attorneys, accountants, brokers, and bankers—to promote coherence among our clients' diverse interests.
Last, we value open communications. We create a relationship with our clients that fosters frequent exchange, enables us to listen closely, and allows us to respond quickly.