Since Portfolio Advisors was formed in 1994, crafting customized advisory programs for our clients has been at the core of our approach to private markets. Whether on a separate account basis, through our proprietary funds, or in a combination of direct third-party funds and PA-sponsored vehicles, the programs we structure and manage address each client’s strategic and tactical objectives, seeking to optimize private markets investment performance while minimizing portfolio risk.
Our exclusive focus on investing within the private markets and our wide network of relationships, acquired over more than two decades as a respected, industry leading private markets investment manager, enable us to assist clients with portfolio construction, investment pacing, due diligence, and portfolio monitoring. Leveraging our private markets platform, we can create targeted portfolios, source deal flow, screen managers, and assess secondary and co-investment opportunities.
We initiate all of our investment advisory relationships with a complete review of the client’s investment goals, liquidity needs, and governance policies in order to create a holistic investor profile. Having a deep understanding of our clients’ long-term goals allows us to tailor programs according to each client’s unique risk tolerance, return objectives, and program constraints. We utilize our breadth of expertise to provide our clients with informed strategic and tactical advice across private equity, private real estate, and private credit.
Portfolio Advisors offers discretionary and non-discretionary advisory services to public and corporate pensions, foundations, endowments, and family offices. Our senior professionals lead client relationships, and we strive to deliver consistent client service. We actively help clients better understand the private markets through educational seminars and meetings with fund sponsors.
The same portfolio managers who govern our sponsored funds also lead our advisory practice, a bridge that grants our clients access to our extensive network of general partner relationships. Our long-tenured participation in the private markets often affords our clients access to oversubscribed fund opportunities.
Our investment platform is strengthened by our in-house legal, finance, and administrative teams. We serve as an “extension of staff” to our clients, ensuring that custom solutions are designed to meet client objectives. Our client service and investor relations team is dedicated to providing an exceptional client experience.
Supporting our advisory services and custom solutions efforts is our proprietary administration and reporting service, PRIVILEGe®, which tracks billions of dollars of private markets investments invested across thousands of partnerships managed by hundreds of sponsors. We believe this comprehensive web-based solution is a source of significant competitive advantage, and provides our clients with portfolio performance analytics, comprehensive reporting, diversification and benchmarking analysis, and both qualitative and quantitative research on private markets investments.
The PRIVILEGe® database contains underlying portfolio company detail, cash flow data, and visibility on funds coming to market. It also seamlessly enables us to diligence and report on key investment considerations including environmental, social and governance (ESG) issues, socially responsible investing (SRI), minority/women/veteran-owned businesses, and emerging managers. PRIVILEGe® is available to our clients through our secure online portal.