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Portola Group Inc.

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3000 Sand Hill Rd, Menlo Park, CA 94025

(650) 854-7550

CLOSED NOW
Today: 8:30 am - 5:00 pm
Tomorrow: 8:30 am - 5:00 pm
6
YEARS
IN BUSINESS
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Business Description
The Portola Group provides highly personalized investment management and financial advisory services for individuals and families. The company, founded in 1979, manages assets for more than 600 high net worth accounts. The firm offers a wide range of services, including risk and portfolio management, asset allocation and equity selections. It diversifies companies portfolios into more than 30 equity positions and represents a wide variety of industry groups and company sizes. The company s fixed-income selection process includes Interest rate forecasts development, buy list selection and using debt equivalents, such as shares of utility stocks. The Portola Group has offices in Menlo Park and St. Helena, Calif., and Honolulu.
Hours

Regular Hours

Extra Phones

Phone: (650) 233-5304

Phone: (650) 204-3888

TollFree: (800) 345-7451

Services/Products
  • Commercial Services
  • Notary Services
Payment method
cash, check
Neighborhood
Sharon Height
Categories
Attorneys, Business Law Attorneys, Legal Service Plans

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