News & Press Releases

Portola Creek is now officially a B-Corp Pending Corporation
Nov 10, 2017

Portola Creek is now officially a B-Corp Pending Corporation

B-Corp status is only obtained by companies that are committed to using their business as a force for good, and which Inc. calls “the highest standard for socially responsible businesses.” We are dedicated to building a business that will sustain its purpose-driven mission. We have taken the first step of incorporating stakeholder’s rights into our legal DNA. Additionally, by completing the...Read complete article on medium.

Portola Creek Q3 2017 Quarterly Commentary
Oct 23, 2017

Portola Creek Q3 2017 Quarterly Commentary

An update on corporate social responsibility in action, the quarter in review, and a peak inside our investment strategy...Read complete article on medium.

San Francisco Impact Investment advisor - Portola Creek, sponsor men's event in Santa Barbara, CA
Sep 25, 2017

An Update on US / World Affairs, and the New Geopolitical Landscape of the Middle East

Portola Creek was the proud sponsor of the Alan J. Wyner Annual Men’s event in Santa Barbara. On a recent gorgeous Sunday afternoon at La Cumbre Golf & Country Club, we gathered for an informative geopolitical discussion and to recognize Ron Fox’s incredible contributions to the community at-large...Read complete article on medium.

San Francisco Investment advisor - Portola Creek, open office in Santa Barbara, CA
Sep 19, 2017

Portola Creek Capital opens Santa Barbara office

We are delighted to announce the opening of our new office at 1117 State Street in downtown Santa Barbara. This historic location has a long tradition as the social, economic, and cultural center of the city. We are excited to carry on that tradition...Read complete article on medium.

Values-based Investing Management in ESG companies and bonds - Portola Creek Mission statement short video
May 4, 2017

Conscientious Investing: The Portola Creek Way

Portola Creek Capital recently created a short video “Investing With Your Conscience” to educate investors on the importance of Values-Based Investing with ESG, namely, companies that uphold good practices in regard to the environment, social issues, and corporate governance. Each of us were drawn to this firm on a personal level to impact the investment industry and the future of our world. When we sat down and talked about how to articulate our mission statement...Read complete article on medium.

Sustainable Investing Management - High financial performance for ESG companies
Apr 21, 2017

Demystifying the Link between Values Based Investing and Financial Performance

There is a positive correlation between Environmental, Social, and corporate Governance (ESG) issues and corporate financial performance. In fact, 62.6% of the studies examined in this research report show a link between ESG factors and financial performance. By examining ESG factors, we begin to understand a company’s non-financial risk...Read complete article on medium.

Sustainable Investing Firm Portola Creek Capital Launches
Apr 10, 2017

Sustainable Investing Firm Portola Creek Capital Launches

(San Francisco, CA) The latest entry on the burgeoning sustainable-investing scene is SEC-Registered Investment Advisor: Portola Creek Capital. Studies illustrates a positive correlation between a company’s progress on environmental, social, and governance (ESG) issues…and stock performance. Portola has a deeply-experienced team of professionals that provide investment management, comprehensive financial and tax planning, decision analysis, counsel to small business owners, and generational wealth transfer guidance...Read complete article on medium.