Dedicated To Your Success
We Are Here for You
We are a company that has passed the test of time with an outstanding reputation. Since 1994, Private Portfolio has focused on long-term international client relationships. We speak your language, whether it’s English, Spanish, or German, and our clients know they can rely on our stable, trustworthy professionals.
Private Portfolio has grown from a small broker-dealer into a multi-generational, diversified boutique wealth management firm. We help you make smart, strategic, and appropriate financial decisions, and we provide effective and informed guidance to help you prosper.
We Want to Share Our Independent Investment Knowledge
Private Portfolio is a broker-dealer and investment adviser. Our team comprises independent investment professionals who have been trading in international markets for many years.
We use our individual and combined expertise to best help you realize your goals to both grow and protect your assets.
Power and Support: BNY Mellon | Pershing, a Proven Leader in the Financial Services Industry
Our clearing relationship with BNY Mellon’s Pershing provides us with expanded capabilities and even more opportunities for our clients. With more than 80 years of experience, BNY Mellon's Pershing provides execution, clearance, data processing, and financial products and services to broker-dealers.
The investments you hold in a brokerage account with us are kept in a discrete custody account at BNY Mellon | Pershing. This does not protect you from market-related losses, but rest assured that in extreme cases, where a financial firm’s integrity is compromised, your assets are fully protected.