
Private Portfolio is a consortium of independent investment professionals who provide tailormade
financial guidance for our clients. We are registered representatives, foreign associates,
bond traders, investment advisors, and money managers who use our individual and combined
expertise to help our clients choose the best opportunities to both grow and protect their assets.
We are committed to our clients, and to their success in achieving their long-term investment
objectives.

At Private Portfolio, we've been trading in global markets for many years. Our focus is on seeking
out opportunity and personally helping our clients realize their goals, whether for capital
preservation, growth, or income. We offer a broad spectrum of financial products and resources
to fulfill your investment needs.

Because of our clearing relationship with Pershing LLC (Pershing), a BNY Mellon Company,
our independent investment professionals have the freedom of choice they need to do what
is right for their clients. Pershing, a leading global provider of securities processing
and investment-related products and services, gives us support and broadens our
capabilities. (BNY Mellon is one of the longest-lasting financial institutions in the world.)

Evaluation and Segregation of Assets - Pershing protects client assets through rigorous
internal control measures. Securities Investor Protection Corporation (SIPC®) Coverage -
Pershing is a member of the SIPC, which protects the securities customers of its members
up to $500,000 (including $250,000 for claims for cash). Explanatory brochure available
upon request or at sipc.org. Excess of SIPC Coverage Through Underwriters at Lloyd’s
and Other Commercial Insurers - In addition to SIPC protection, Pershing provides
coverage in excess of SIPC limits from certain underwriters in Lloyd’s insurance
market and other commercial insurers.
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Private Portfolio has the technology, talent, and resources to help our clients invest wherever
they choose. We offer you an ideal investment relationship: all the comfort of doing business
with people who know you and care about your success, and all the support and security of
Pershing, a powerful industry presence.