Portland Global Advisors LLC

Portland Global Advisors, LLC is a registered investment adviser managing portfolios on a discretionary basis since 1994. The firm specializes in providing Discretionary Management Services and Consulting Services to high net worth individuals, trusts, retirement plans, IRAs, and Donor Advised Funds. The firm's investment strategy focuses on asset allocation, diversification, and customized portfolio construction based on clients' Investment Goals. PGA does not impose account minimums and managed over $1 billion in client assets as of December 31, 2024. The firm charges a management fee of 1% per annum on the first $1 million of assets and 0.50% per annum on the remaining assets. Clients may negotiate fees based on various factors. PGA does not charge performance-based fees and does not have any disciplinary events. The firm does not receive compensation for client referrals and does not maintain Soft Dollar Arrangements. PGA provides ongoing reviews of client accounts, quarterly reports, and periodic market commentary. Clients maintain custody of their assets at third-party Custodians, and PGA provides Discretionary Management Services with full investment discretion. Clients retain proxy voting responsibilities for their securities. PGA has not been subject to bankruptcy and has no financial conditions impairing its ability to meet client commitments.