Larkspur, CA, July 15th, 2011—Portico Wealth Advisors, a boutique wealth advisory firm in Northern California, announced today that they have been approved to use Dimensional Fund Advisors (DFA) Mutual Funds.
DFA Funds are the pinnacle of low cost, tax-efficient investment vehicles. A byproduct of the seminal research conducted by professors Eugene Fama and Ken French, Dimensional Funds are dynamically engineered using a rigorous, academic approach. Read the rest of this entry »
Founding Principal, Jonathan Leidy, was recently featured in Marin Magazine. The issue represents the magazine’s first foray into the world of finance, having long shied away from the topic in favor of more lifestyle-oriented themes.
The piece is entitled Optimizing Your Financial Horizons and details several local advisors’ opinions on retirement, with a particular emphasis on the challenges/opportunities facing individuals in Marin. Leidy’s opinions on investing for retirement, risk management, and cash flow planning are included. There is also a callout section on renting versus buying, Reassessing the American Dream, to which Jonathan was the sole contributor.
You can find the article in the July issue of the magazine or online: http://www.marinmagazine.com/Marin-Magazine/July-2011/Optimizing-Your-Financial-Horizons/ .
Portico Wealth Advisors, a leading Bay Area retirement plan consultancy firm, offers sponsors a complimentary look at the true cost and quality of their retirement plans.
Larkspur, CA, June 23, 2011— Portico Wealth Advisors, LLC, a Registered Investment Advisor and retirement plan consultancy firm, has created a complimentary diagnostic to help retirement plan sponsors fulfill their fiduciary duty to their employees. Read the rest of this entry »
Larkspur, CA—November 1, 2010—Portico Wealth Advisors, one of the North Bay’s premier provider of innovative, comprehensive wealth management solutions for individuals and retirement plan sponsors, launched its new website today. Read the rest of this entry »
San Rafael, CA—August 15, 2010—Portico Wealth Advisors was a recent sponsor of Big Brothers Big Sisters of the North Bay’s 2nd Annual Bocce for Kids’ Sake. The all day event was held at Marin Bocce, adjacent to Albert Park, in San Rafael. Read the rest of this entry »
Larkspur, CA—April 1, 2010—Portico Wealth Advisors, a comprehensive wealth management firm, officially opened its doors today. The firm is located in the Hospice Building, at 17 E. Sir Francis Drake Blvd., which is across from the Golden Gate Ferry Terminal in Larkspur Landing. Read the rest of this entry »
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