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Jeffrey Ryan Porter

Congress Asset Management Company, LLP

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About Jeffrey Ryan Porter

Jeffrey Ryan Porter is an Investment Advisor Representative at Congress Asset Management Company, LLP. Jeffrey is registered with the state of Massachusetts and has been in the industry since March 2010. Jeffrey is a Chartered Financial Analyst and has experience working with high-net-worth individuals, corporations and other businesses, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, state or municipal government entities, and individuals other than high-net-worth individuals. Jeffrey has a specialization in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles, Financial Planning, Educational Seminars, Selection of Other Advisers and Retirement Planning Services.

Firm Information

Jeffrey Porter is currently registered with Congress Asset Management Company, LLP. Congress Asset Management Company, LLP is a Boston, MA-based investment advisor with approximately $12,146,933,847 in regulatory assets under management. The firm provides portfolio management services to individuals, businesses, investment companies, pooled investment vehicles, and other clients. They also offer educational seminars and selection of other advisers.
Congress Asset Management Company, LLP

2 SEAPORT LANE

BOSTON, MA 02210-2001

$12.15B

Assets Under Management

26

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Porter’s Registration & Firm History

MA

09/26/2011 - Present

Congress Asset Management Company, LLP (BOSTON MA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Ryan Porter.
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