Table of Contents
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- Individuals Landing
Portico Wealth Advisors is a Bay Area-based firm founded by experienced principals with fresh ideas. We specialize in providing customized and uncompromisi…
- Risk Management
Don’t Un-Win the Game. Each of us has a different definition of wealth. For some, it’s the accumulation of capital. For others, it’s the freedom to…
- Planning
Before We Advise. We Listen. We understand that your objectives are unique to you. That's why we invest the bulk of our initial meeting to thoroughly…
- Investments
Built to Last. Low cost. Completely transparent. Always liquid. And of course, tax-efficient. Our portfolios are built to last. Our investment philosophy…
- Strategic Partners
You can’t do it all on your own. In today’s fast-paced business environment, solid partnerships are critical. At Portico Wealth Advisors, we pride…
- Risk Management
- Plan Sponsors Landing
Portico Wealth Advisors is a Bay Area-based wealth management firm specializing in fiduciary consulting and ongoing management for 401k, 403b, 457b and…
- The Marketplace
Growth Breeds Opportunity. For smaller entities, plan options are limited. To receive value and easy administration, most install a 'bundled' plan. As…
- Our Services
Best of Both Worlds. Portico’s Integrated Retirement Services are the best of both worlds. We offer the seamlessness of a bundled offering, with the…
- Review Your Plan
Cut Through the Noise. The retirement market is confusing, cluttered with scads of packages and providers. It has its own nuances and nomenclature. How…
- Strategic Partners
You can’t do it all on your own. In today’s fast-paced business environment, solid partnerships are critical. At Portico Wealth Advisors, we pride…
- The Marketplace
- About
About Us Portico (pôr’tĭ-kō) or (pohr-ti-ko) A portico is a colonnade or covered walkway, often leading to the entrance of a building. Beginning…
- Our Promise
Our Promise to You. At Portico Wealth Advisors, we hold ourselves to the highest possible standard: yours. We pledge the following: • To offer…
- Bios
Portico Wealth Advisors
- David Tarantino
David Tarantino is a 20-year veteran of the financial services industry. At Portico, he is the primary portfolio architect, providing expert security…
- Jonathan Leidy
Jonathan Leidy has been a financial planner and business development officer for over a decade. As a founding principal of Portico Wealth Advisors, his…
- Steven Borden
Steven Borden is a seasoned banking and wealth management professional, with over 40 years of industry experience. As a principal of Portico, his time is…
- David Tarantino
- Giving Back
The gift is in the giving. As citizens of the community in which we live and work, we recognize the importance of giving back. Below are a few of the…
- Our Promise
- Contact Us
View Larger Map Portico Wealth Advisors 17 East Sir Francis Drake Boulevard, Suite 218 Larkspur, CA 94939 T. 415.925.8700 F. 415.329.1410 Email…
- Privacy Policy
Portico Wealth Advisors: Internet Privacy Policy The use of www.porticowealth.com is subject to the Internet Privacy Policy featured below. Portico Wealth…
- Terms and Conditions
Terms and Conditions of Acceptable Use PLEASE READ THESE LEGAL TERMS AND CONDITIONS CAREFULLY BEFORE USING THIS SITE. IF YOU DO NOT AGREE TO ABIDE BY ANY…
- Disclaimer
Disclaimer Reasonable efforts have been made by Portico Wealth Advisors to ensure the quality of the information contained within the pages of this website…
Blog Posts
- Category: Perspectives (25)
- Landmark 401(k) Judgment Puts Plan Sponsors on Notice by: Portico Wealth Advisors
May 1, 2012, 22:13
The recent landmark ruling in the Tussey v. ABB case has drawn a bright-line for 401k plan sponsors regarding poor governance and the improper use of revenue…
- Hockey Stick Growth: Good for the Wallet, Bad for the Globe by: Jonathan Leidy
December 28, 2011, 16:21
An old French riddle, “The 29th Day,” has become a very popular allegory for the potential perils of excessive population growth. It reads as follows: Lily…
- The Best of the Worst... Or Vice Versa, for that Matter by: Portico Wealth Advisors
September 30, 2011, 09:00
From time to time, industry notables publish pieces on the effect of missing a certain number of the best trading days over a particular time period. Most…
- Be-Ratings Wars by: Jonathan Leidy
August 30, 2011, 21:19
With several weeks in the rearview mirror since Standard & Poor’s historic downgrade of the United States’ credit rating, it is worth a look back to…
- Alas, Alack… The Greek Debt Crisis is Back! by: Jonathan Leidy
June 30, 2011, 16:18
Prologue Despite the most recent vote by its leaders to rein in spending, Greece really has little choice but to permanently restructure its debt. According…
- How Do I Pay Thee? Let Me Count the Ways. by: Portico Wealth Advisors
May 17, 2011, 21:46
Retirement plans, like 401(k)s, 403(b)s, 457(b)s, etc., require the services of multiple providers to remain in good standing with the IRS and the Department…
- No Life for the Market Following Osama's Death by: Jonathan Leidy
May 6, 2011, 22:09
As the news of Osama bin Laden’s death enveloped the world’s airwaves this past Sunday evening, many were wondering how the stock market might respond. The…
- The Many Facets of ERISA Fiduciaries by: Jonathan Leidy
March 30, 2011, 17:55
Fiduciaries of ERISA-governed retirement plans, e.g. 401(k), 403(b), etc., must undertake a host of regular activities to ensure that their company’s…
- A Buck in the Hand… by: Portico Wealth Advisors
March 10, 2011, 00:22
In a world where cash yields are non-existent and those for bonds are not much better, where equity multiples appear to once again be rapidly approaching…
- Would you Buy Your Employee a 0 Ham Sandwich? by: Jonathan Leidy
February 15, 2011, 19:24
“Of course not… That would be absurd,” is what most executives would likely carp at that suggestion. However, in the case of retirement plans, like…
- Will the Market Get a Haircut or Get Some Real Jobs? by: Portico Wealth Advisors
February 3, 2011, 22:21
The stock market is on a tear right now… no doubt. As of this morning, the S&P 500 Index is up roughly 25% since September of last year, and boasts an…
- Apple is Everywhere by: Jonathan Leidy
January 28, 2011, 20:36
It’s official. Apple is everywhere… in our homes, our offices, our pockets and purses, and for some diehard supporters, even in their hearts. Over the past…
- Why do Investors Love Goldman Sachs? by: Portico Wealth Advisors
January 11, 2011, 20:54
This question takes on very different meanings, depending on which group of “investors” you are considering. Investors in Goldman Sachs, i.e. shareholder…
- Fiduciary Duty: What's Not To Like? by: Jonathan Leidy
January 8, 2011, 00:04
There is a debate raging in the retirement industry, as well as the financial industry at large, and most investors have no idea. The debate centers on whether…
- Are AB Trusts a Thing of the Past? by: Portico Wealth Advisors
December 23, 2010, 10:00
Up until last Friday, those "fortunate" enough to pass-on in 2010 faced no estate taxation (although capital gains were still a factor), while those passing in…
- Ho, Ho, Holdover! by: Portico Wealth Advisors
December 21, 2010, 18:27
Santa has put a large gift under the tree this year for taxpayers in the form of the Tax Relief, Unemployment Insurance Reauthorization, and Jobs Creation Act.…
- Social Security, or Social Necessity? by: Portico Wealth Advisors
December 17, 2010, 17:11
With the recent tax cut extensions and payroll tax freezes, our national debt could easily increase by T over the next few years. As troubling as that may…
- There’s a Hole in the Bucket, Dear Leaders, Dear Leaders by: Jonathan Leidy
December 9, 2010, 10:00
The 18-member, bi-partisan committee on deficit reduction: The National Commission on Fiscal Responsibility and Reform, released its recommendations last…
- To Roth, or Not to Roth: That is the Question by: Jonathan Leidy
December 1, 2010, 19:26
2010 marks a significant change in the rules for Roth IRA conversions, and with the 12/31 deadline rapidly approaching, a review of some of the key points is…
- Are ETFs Ready for 401k "Primetime?" by: Jonathan Leidy
November 16, 2010, 18:46
In his Nov 1st Fiduciary News article, Chris Carosa relays insights garnered from a group of industry experts at the recent Art of Indexing Summit in New York.…
- “New Normal” May Be Even Newer Than We Thought by: Portico Wealth Advisors
November 11, 2010, 22:22
Insider Monkey posted an article this morning on TheStreet.com containing a few shots at Bill Gross and Mohamed El-Erian’s widely-publicized theory of “New…
- Medicine Works Best When Taken by: Jonathan Leidy
November 4, 2010, 08:07
It sounds obvious. But how many of us have taken the time to go to the doctor’s office, only to leave with a prescription that we never bother to fill. …
- 4 Out of 10 of the Largest Funds within 401ks are Indexes by: Portico Wealth Advisors
November 1, 2010, 08:58
A recent study by BrightScope shows that of the 10 largest funds featured in America’s collective 401k plans, 4 are index funds. That represents a large…
- Home Country Bias by: David Tarantino
November 1, 2010, 08:54
Home country bias is a term used to describe investment behavior whereby investors display a tendency to hold a large percentage of their assets in investments…
- Saving for Higher Education by: Portico Wealth Advisors
October 8, 2010, 20:49
Saving for higher education can be challenging enough. This article explores some of the nuances and pros/cons of different savings vehicles. It also…
- Category: Individuals (17)
- Hockey Stick Growth: Good for the Wallet, Bad for the Globe by: Jonathan Leidy
December 28, 2011, 16:21
An old French riddle, “The 29th Day,” has become a very popular allegory for the potential perils of excessive population growth. It reads as follows: Lily…
- The Best of the Worst... Or Vice Versa, for that Matter by: Portico Wealth Advisors
September 30, 2011, 09:00
From time to time, industry notables publish pieces on the effect of missing a certain number of the best trading days over a particular time period. Most…
- Be-Ratings Wars by: Jonathan Leidy
August 30, 2011, 21:19
With several weeks in the rearview mirror since Standard & Poor’s historic downgrade of the United States’ credit rating, it is worth a look back to…
- Alas, Alack… The Greek Debt Crisis is Back! by: Jonathan Leidy
June 30, 2011, 16:18
Prologue Despite the most recent vote by its leaders to rein in spending, Greece really has little choice but to permanently restructure its debt. According…
- No Life for the Market Following Osama's Death by: Jonathan Leidy
May 6, 2011, 22:09
As the news of Osama bin Laden’s death enveloped the world’s airwaves this past Sunday evening, many were wondering how the stock market might respond. The…
- A Buck in the Hand… by: Portico Wealth Advisors
March 10, 2011, 00:22
In a world where cash yields are non-existent and those for bonds are not much better, where equity multiples appear to once again be rapidly approaching…
- Will the Market Get a Haircut or Get Some Real Jobs? by: Portico Wealth Advisors
February 3, 2011, 22:21
The stock market is on a tear right now… no doubt. As of this morning, the S&P 500 Index is up roughly 25% since September of last year, and boasts an…
- Apple is Everywhere by: Jonathan Leidy
January 28, 2011, 20:36
It’s official. Apple is everywhere… in our homes, our offices, our pockets and purses, and for some diehard supporters, even in their hearts. Over the past…
- Why do Investors Love Goldman Sachs? by: Portico Wealth Advisors
January 11, 2011, 20:54
This question takes on very different meanings, depending on which group of “investors” you are considering. Investors in Goldman Sachs, i.e. shareholder…
- Are AB Trusts a Thing of the Past? by: Portico Wealth Advisors
December 23, 2010, 10:00
Up until last Friday, those "fortunate" enough to pass-on in 2010 faced no estate taxation (although capital gains were still a factor), while those passing in…
- Ho, Ho, Holdover! by: Portico Wealth Advisors
December 21, 2010, 18:27
Santa has put a large gift under the tree this year for taxpayers in the form of the Tax Relief, Unemployment Insurance Reauthorization, and Jobs Creation Act.…
- Social Security, or Social Necessity? by: Portico Wealth Advisors
December 17, 2010, 17:11
With the recent tax cut extensions and payroll tax freezes, our national debt could easily increase by T over the next few years. As troubling as that may…
- There’s a Hole in the Bucket, Dear Leaders, Dear Leaders by: Jonathan Leidy
December 9, 2010, 10:00
The 18-member, bi-partisan committee on deficit reduction: The National Commission on Fiscal Responsibility and Reform, released its recommendations last…
- To Roth, or Not to Roth: That is the Question by: Jonathan Leidy
December 1, 2010, 19:26
2010 marks a significant change in the rules for Roth IRA conversions, and with the 12/31 deadline rapidly approaching, a review of some of the key points is…
- “New Normal” May Be Even Newer Than We Thought by: Portico Wealth Advisors
November 11, 2010, 22:22
Insider Monkey posted an article this morning on TheStreet.com containing a few shots at Bill Gross and Mohamed El-Erian’s widely-publicized theory of “New…
- Home Country Bias by: David Tarantino
November 1, 2010, 08:54
Home country bias is a term used to describe investment behavior whereby investors display a tendency to hold a large percentage of their assets in investments…
- Saving for Higher Education by: Portico Wealth Advisors
October 8, 2010, 20:49
Saving for higher education can be challenging enough. This article explores some of the nuances and pros/cons of different savings vehicles. It also…
- Hockey Stick Growth: Good for the Wallet, Bad for the Globe by: Jonathan Leidy
- Category: Plan Sponsors (8)
- Landmark 401(k) Judgment Puts Plan Sponsors on Notice by: Portico Wealth Advisors
May 1, 2012, 22:13
The recent landmark ruling in the Tussey v. ABB case has drawn a bright-line for 401k plan sponsors regarding poor governance and the improper use of revenue…
- How Do I Pay Thee? Let Me Count the Ways. by: Portico Wealth Advisors
May 17, 2011, 21:46
Retirement plans, like 401(k)s, 403(b)s, 457(b)s, etc., require the services of multiple providers to remain in good standing with the IRS and the Department…
- The Many Facets of ERISA Fiduciaries by: Jonathan Leidy
March 30, 2011, 17:55
Fiduciaries of ERISA-governed retirement plans, e.g. 401(k), 403(b), etc., must undertake a host of regular activities to ensure that their company’s…
- Would you Buy Your Employee a 0 Ham Sandwich? by: Jonathan Leidy
February 15, 2011, 19:24
“Of course not… That would be absurd,” is what most executives would likely carp at that suggestion. However, in the case of retirement plans, like…
- Fiduciary Duty: What's Not To Like? by: Jonathan Leidy
January 8, 2011, 00:04
There is a debate raging in the retirement industry, as well as the financial industry at large, and most investors have no idea. The debate centers on whether…
- Are ETFs Ready for 401k "Primetime?" by: Jonathan Leidy
November 16, 2010, 18:46
In his Nov 1st Fiduciary News article, Chris Carosa relays insights garnered from a group of industry experts at the recent Art of Indexing Summit in New York.…
- Medicine Works Best When Taken by: Jonathan Leidy
November 4, 2010, 08:07
It sounds obvious. But how many of us have taken the time to go to the doctor’s office, only to leave with a prescription that we never bother to fill. …
- 4 Out of 10 of the Largest Funds within 401ks are Indexes by: Portico Wealth Advisors
November 1, 2010, 08:58
A recent study by BrightScope shows that of the 10 largest funds featured in America’s collective 401k plans, 4 are index funds. That represents a large…
- Landmark 401(k) Judgment Puts Plan Sponsors on Notice by: Portico Wealth Advisors
- Landmark 401(k) Judgment Puts Plan Sponsors on Notice by: Portico Wealth Advisors
- Category: News (9)
- Portico Wealth's Leidy Featured in Fiduciary News by: Portico Wealth Advisors
March 27, 2012, 01:14
12b-1 fees are marketing charges that are built into a mutual fund's operating expense ratio (OER). Leidy's article provides a brief history of 12b-1s as well…
- Portico Principal Appears on KTVU Channel 2 News by: Portico Wealth Advisors
March 22, 2012, 21:36
Following Apple's (AAPL) historic dividend on Monday, Portico principal, Jonathan Leidy, was interviewed by KTVU Channel 2's Nicole Walker. He provided his…
- Portico Principal Leidy Contributes Feature Article to Marin Medicine by: Portico Wealth Advisors
March 15, 2012, 19:08
Portico's Leidy compares and contrasts the different retirement plan options available to physicians that are employees of medical groups/hospital foundations…
- Portico Wealth Advisors Approved to Use Dimensional Funds by: Portico Wealth Advisors
July 15, 2011, 01:24
Larkspur, CA, July 15th, 2011—Portico Wealth Advisors, a boutique wealth advisory firm in Northern California, announced today that they have been approved…
- Portico Principal Jonathan Leidy Featured in Marin Magazine by: Portico Wealth Advisors
June 30, 2011, 21:18
Founding Principal, Jonathan Leidy, was recently featured in Marin Magazine. The issue represents the magazine’s first foray into the world of finance,…
- Portico Wealth’s Free Diagnostic Helps Plan Sponsors (401k/403b) Tackle New 408(b)2 Rules by: Portico Wealth Advisors
June 23, 2011, 09:00
Just ahead of 408(b)2 compliance, Portico Wealth Advisors, a leading Bay Area retirement plan consultancy firm, offers sponsors a complimentary look at the…
- Portico Wealth Launches New Website by: Portico Wealth Advisors
November 1, 2010, 08:48
Larkspur, CA—November 1, 2010—Portico Wealth Advisors, one of the North Bay’s premier provider of innovative, comprehensive wealth management solutions…
- Portico Wealth Sponsors Bocce for Kids’ Sake by: Portico Wealth Advisors
August 15, 2010, 20:45
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’…
- Portico Wealth Advisors Opens for Business by: Portico Wealth Advisors
April 1, 2010, 20:28
Larkspur, CA—April 1, 2010—Portico Wealth Advisors, a comprehensive wealth management firm, officially opened its doors today. The firm is located in the…
- Portico Wealth's Leidy Featured in Fiduciary News by: Portico Wealth Advisors
