Our Process

When you begin working with our firm, we help you identify your financial goals and the necessary steps to take to reach them. We serve as your guide and help you with all of your financial concerns going forward.

Plan
The first step to financial independence is a plan. We map out the steps for each client to follow to reach their goals. We find out “where it hurts” financially and provide personalized solutions and help see you through transitions. As your Investment Advisor, it is our goal to create a financial strategy tailored to your unique circumstances.

Implement
Financial plans are only as good as the steps that are actually taken to implement the plan. At Private Portfolios, Inc., we consider it our job to motivate you to take the necessary steps to reach your financial goals.

We also assist you with any other financial concerns you may have. This often means working together with your tax professional and attorney to help implement tax strategies and estate plans. We maintain professional relationships with estate planning attorneys and tax professionals throughout the San Francisco Bay Area and will refer you to these trusted colleagues, as needed.


We own our office building for long term stability

Monitor
Monitoring your financial plan is an ongoing process that requires communication. We will contact you periodically to make tactical changes in your account and respond to any changes you communicate to us regarding your financial situation. We provide you with monthly statements and quarterly reports, as well as 24/7 on-line access to your accounts.

All investments in your accounts are liquid and can be transferred as-is if, at any time, you wish to make a change. Although our clients do not move their accounts often, we believe it is important for you to know up front how easy it is to do so.

Teamwork
At Private Portfolios, Inc., we can only succeed if we work together with our clients as financial partners. As a client of Private Portfolios, Inc. we ask that you follow through on the strategies we design together and report changes in your personal situation so we may do our best job for you.