Portfolio Law and Legal Definition

A portfolio is a managed group of investment holdings. It may include real property, stocks, bonds, IRAs, and may other investments. Portfolio managers provide services such as:

  • Investment Portfolio Construction
  • Investment Policy Formulation
  • Retirement Planning and Wealth Accumulation
  • Special Needs (e.g., education funding)
  • Tax Planning and Annual Tax Filing Services
  • Risk Management Counseling (all insurance plans)
  • Estate Planning Guidance
  • Detailed Portfolio Reporting and Monitoring