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Porter Capital Management operates as a personal fund manager, researching and managing direct share portfolios for qualified individual investors who may lack the specialised knowledge and capabilities to do so.

These clients (often companies, family trusts, and D.I.Y. superannuation funds) gain access to Porter Capital Management's sophisticated researching process, share selection expertise and portfolio management skills.

Porter Capital Management is responsible for research and decision making, ongoing portfolio management, responses to corporate actions, voting, Dividend Reinvestment Plans (DRPs) and the purchases and sales of securities included in the portfolio. 

The investor remains in control of cash flow and tax parcels associated with the account and is provided with a complete set of tax records, which assist the investor to plan and manage the investor's financial affairs.

 

For further information on how Porter Capital Management works with sophisticated investors, please contact Porter Capital Management direct and ask for a copy of our separate "Information Brochure" (sophisticated investors only).

 
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