Old Port Advisors

Old Port Advisors, Inc. is an investment advisor firm registered with the SEC since 2001, originally founded in 1994. The firm offers personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, charitable organizations, and businesses. They also provide Fiduciary Consulting to employers and retirement plan sponsors. Operating under the Fiduciary Standard, the firm is legally obligated to act in clients' best interests. As of December 31, 2022, they managed 903 clients and $651 million in assets, with a minimum Investment Management balance of $250,000. Fees are charged based on the value of assets under management, with Investment Management fees ranging from 0.625% to 1.00%. Financial Planning fees range from $500 to $5,000 for a full plan, and Wealth Management services are available for clients with $500,000 or more in assets. The firm's investment strategies include a mix of domestic and international securities, bonds, and funds. They utilize macroeconomic analysis, technical and fundamental criteria, and provide ongoing client reviews. Clients are advised on potential risks, including interest rate, market, inflation, and currency risks. The firm does not engage in performance-based fees and does not have custody of client assets. Clients receive quarterly account statements and performance reports. The firm does not vote proxies but offers consultative services on proxy-related matters.