Portfolio Capital Management is excited to announce that Jason Brown and Theresa Hamrick have joined our team!
Coming to us from Investment Professionals, Inc., Jason has 16 years of industry experience. Jason enjoys helping clients identify and accomplish their financial goals and objectives. This involves pursuing long-term, trusted relationships with clients through building, diversifying, and monitoring client's investment portfolios as well as conducting ongoing account review to measure progress.
As you can see from the photo, Jason is a man devoted to his wife and six children, ages 10 to 16 months. Please join us in welcoming Jason. He is looking forward to meeting each of you!
Theresa has over 30 years experience in the financial services industry and comes to us from Investment Professionals, Inc.
Theresa's area of expertise is in office management and client relationships. She will be the "go-to" person for your account service needs. With servicing client accounts as her primary focus, she looks forward to speaking with each of you!
"Providing quality investment management
services since 1981"
investment and wealth management services is the primary goal
of our firm. Our
money managers strive to maintain consistent performance through
our conservative portfolio management philosophies. These philosophies
are designed to enhance performance in various economic environments.
Portfolio managers are available to discuss any questions you
may have regarding your investment
It's only natural to have questions concerning
the management of your money. At Portfolio Capital Management, our
investment advisors are available to answer any questions you might
have about your portfolio. Throughout the year, we maintain a high
level of communication with our clients through personal
visits, telephone calls, timely reports and personal letters.
During client meetings, we review portfolio performance, discuss
the economic and
investment outlook and
plan tax strategies. In addition, we take the opportunity to
re-examine your overall investment objectives as some goals are
met and others come into focus. Furthermore, we send you a detailed
investment review quarterly. This review includes the cost basis
of all securities, the current market value, projected annual income,
yields, capital changes, a purchase and sale report, and investment
performance results measured on a total return basis. Essentially,
we believe good client
communication and prudent investment decisions are fundamental
to a long-term relationship.
us in Charlotte, NC.