Portola Partners

Portola Partners Group LLC, operating as Portola Partners, is a federally registered investment adviser specializing in providing personalized financial and investment advice to high-net-worth individuals, families, trusts, estates, foundations, and retirement plans. Established on January 1, 2020, the firm is a wholly-owned subsidiary of CI Private Wealth, a subsidiary of CI Financial Corp. Portola Partners offers fee-only services, charging clients a base fee ranging from 0.15% to 1.00% of assets under management, adjusted annually. Hourly consultation rates vary from $100 to $2,500. The firm emphasizes long-term investment in diversified portfolios and may recommend third-party private investment vehicles. Clients have the option to direct brokerage and custody services. Portola Partners does not participate in wrap fee programs and had $5.57 billion in assets under management as of December 31, 2021. The firm operates independently of other CI Affiliates, with certain individuals serving on an advisory board of CI Private Wealth. Portola Partners follows a Code of Ethical Conduct, discloses potential conflicts of interest, and does not engage in soft dollar benefits or performance-based fees. Clients are provided with periodic reviews, and the firm does not vote proxies unless specifically requested by the client. The firm does not require prepayment of fees and has a clean disciplinary record.