Wealth Preservation and Creation
At Portland, we are committed to the preservation of wealth for our clients. We understand that significant wealth is traditionally lost by future generations. Our Advisors are devoted to working with families to ensure successful intergenerational wealth preservation via due diligence and principled investing.
The Wealthy Invest Differently. At Portland we understand this and have made it our mission to provide ACCESS to investment opportunities both within the public and private realm that are typically reserved for the affluent and institutional investor.
How Wealth is Created
Wealth is created not only in the public markets, but also by private businesses. The world’s most successful institutions and high net worth investors have been investing in this space for generations and have achieved above average rates of return utilizing an asset mix combining traditional and private and alternative investments.
The largest and most successful institutions in the world, like the Canada Pension Plan (CPP), has altered their asset mix in recent years to include private/alternative investments.
Michael Lee-Chin discusses the illiquidity discount and private investing.