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Author: John Portelli

Home > Archives for John Portelli

  • 2019 Half Year Financial Results

    Why seek a financial advisor’s expertise

    March 14, 2017

    People often act independently when making financial decisions—from budgeting to purchases, to mortgages and credit cards. However, there are cases… Read more

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  • Discretionary portfolios: Founded on trust

    Discretionary portfolios: Founded on trust, sustained by expertise

    February 8, 2017

    A discretionary portfolio is a form of securities investment where the vast majority of the strategic investment decisions are made… Read more

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  • 7 Reasons You Should Be Using Options

    7 Reasons You Should Be Using Options

    August 12, 2015

    I need to be clear about this one. Options CAN be an incredibly useful investment tool but they are NOT… Read more

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