Portus Capital Management

@portuscm.com

Portus Capital Management is a comprehensive Investment Management Firm. Our philosophy is to provide our clients with both personal and professional service. We offer Investment Advisory Service, Estate Planning, as well as a broad range of investment and insurance services. Our mission is to create and maintain wealth for our clients through long term effective asset management. We will build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals. At Portus, we strive to give our clients personalized financial advice. It is for all these reasons that Portus Capital Management is a trusted resource for individuals seeking investment advice.

portuscm.com

Portus Capital Management's Company Logos

Portus Capital Management's Brand Colors

Hex Code

Color name

RGB

HSL

CMYK

#1E1E1E

Cod Gray

30, 30, 30

0, 0, 12

0, 0, 0, 88

#FFFFFF

White

255, 255, 255

0, 0, 100

0, 0, 0, 0

#060403

Night Rider

6, 4, 3

20, 33, 2

0, 33, 50, 98

About Portus Capital Management

Portus Capital Management, LLC is an independent financial advisory firm that helps individuals and families work toward their financial goals and build long-term security. Based in Brentwood, Tennessee, the firm takes a personalized approach, assessing each client’s current situation and goals before developing a financial roadmap. Its advisors provide investment guidance and draw on partnerships, including one with Charles Schwab, to support clients’ planning needs.

Portus offers wealth management and financial guidance, with services focused on growing assets, protecting family legacies, and preparing for future needs. Its areas of expertise include college planning, insurance services, and 401(k) and IRA rollovers. The firm also provides access to accounting and tax support, either by coordinating with a client’s existing CPA or through CPA services offered by Grubbs, CPA, which is co-located in its office. Portus emphasizes tailored strategies rather than one-size-fits-all plans, helping clients consider short-term decisions in the context of longer-term objectives. Investment advisory services are offered through Portus Capital Management, LLC.