Our Services

Investment Management for a Better Future
Advise. Achieve. Impact.

We are the New Breed of Investment Managers. You will have a dedicated team to work with to address your financial needs. Our clients will always have a team of at least 2 portfolio managers working with them as we understand the importance of having direct contact with an advisor.

  • Portfolio Management with Values-Based Investing (also called Impact or Sustainable Investing) in companies that are Environmentally Friendly, Socially Responsible, and have good Governance (ESG)
  • Portfolio Management

    Using a comprehensive approach to wealth management, Portola Creek will construct a customized portfolio for you based on your overall financial situation, financial goals, risk tolerance, and more importantly, the social issues that matter to you most.

    We manage your portfolio to maximize tax efficiency and to shift dynamically as the markets and your life evolve.

    Learn more
  • Portola Creek specializes in Tax Planning. We maximizing tax deductions, calculate estimated tax payments, and equity compensation offers.
  • Tax Planning

    We are engaged with you throughout the year to proactively guide you through decisions about timing income realization, maximizing deductions, calculating estimated tax payments, and other important tax items.

    We advise our clients on concentrated stock positions including the review and timing of stock option exercises. We also assist our clients in reviewing initial equity compensation offers and structuring 10b5-1 plans.

  • We service small business owners in legal formation, patents, copyrights and trademarks, capital access, compliance, and management of operations
  • Small Business Services

    We serve as counsel to entrepreneurs and small business owners regarding the legal formation of the business, patents, copyrights and trademarks, access to capital, compliance, and management of operations.

  • We do Generational Wealth Transfer - living trust and charitable endeavors
  • Generational Wealth Transfer

    We confirm whether or not your living trust matches your intentions for future generations and charitable endeavors.

    If necessary, we summarize recommendations for you to bring to your attorney for a revision to your estate plan. If you do not have a living trust, will, medical directive and/or power of attorney, we can help you outline a strategy and refer you to a trusted estate planning attorney.

  • Decision Analysis - We are your investment counsel.
  • Decision Analysis

    Portola Creek is on call as your investment counsel to thoughtfully explain every implication of life decisions that effect your balance sheet, cash flows, tax projection, and retirement/estate plan.

  • Insurance Reviews - We evaluate your assets and liabilities, your personal profile and where you may be at-risk.
  • Insurance Reviews

    We evaluate your assets and liabilities, your personal profile and where you may be at-risk. By conducting a comprehensive insurance review, we are able to recommend appropriate strategies for insuring your balance sheet, health, identity, and reputation.

Want to learn more about our services and what Portola Creek can do for you? Let’s have an introductory call.