Portico Wealth Advisors, LLC

Portico Wealth Advisors, LLC is a registered investment advisor founded in January 2010 by principals David J. Tarantino and Jonathan D. Leidy. The firm specializes in providing comprehensive wealth management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. Services offered include risk management, financial planning, and investment management tailored to each client's needs. Portico Wealth Advisors uses a long-term investment approach centered on asset allocation and Modern Portfolio Theory, utilizing multiple asset classes. The firm offers four distinct models with varying risk profiles and allows clients to impose restrictions on investing in certain securities. Additionally, Portico provides investment advisory services to 401(k) and 403(b) Plan Sponsors, including acting as fiduciaries, establishing investment committees, and providing participant education. As of December 31, 2024, the firm had assets under management of $264.0 million on a discretionary basis. Fees are charged based on a tiered structure for clients and plan sponsors, with fees billed quarterly in advance. Portico Wealth Advisors does not charge performance-based fees and does not vote proxies on behalf of clients. The firm's investment discretion is exercised in accordance with clients' stated investment objectives. David J. Tarantino and Jonathan D. Leidy are the primary contacts for the firm, with detailed educational backgrounds and business experience outlined in the brochure supplements.