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Porter White & Company

Providing Expert Advice and Guidance Since 1975

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    • Businesses & Professionals
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Investment Papers

As part of our investment process, we have written a number of research oriented white papers and topic oriented commentaries. They reflect our thinking and how we select investments and manage client accounts.

General

  • Investment Philosophy
  • Investment Management: What Do We Do?
  • Pictures of Risk and Return
  • Investment Management Process
  • Investment Expenses

Theory

  • Should Spend Rates Be Reduced?
  • Interest Rate Expectations
  • How Bond Portfolios Lose Money and Bounce Back
  • M2 – Measuring Risk Adjusted Return

Investment Selection

  • Selecting Asset Classes for Portfolios
  • Creating Equity Portfolios
  • Considering an Allocation to the Utilities Sector
  • Considering Investment Grade Corporate Bonds
  • Considering TIPS
  • Fixed Income Fund Performance
  • Optimizing the Fixed Income Component

Investment Consulting Team

Jim White, Chairman of Porter White & Company

Jim White

Chairman

Goodloe White, President of Porter White & Company

Goodloe White, CFA

President

Brooks Blair, Vice President of Porter White & Company

Brooks Blair

Vice President

Investment Consulting Insights

SECURE Act 2.0: Highlights for Employers and Savers

February 21, 2023 | by Brooks Blair

The SECURE 2.0 Act was signed into law on December 29, 2022, and the implications for both business owners and savers are prevalent.  Some of the important highlights include potential savings for employers, the increased emphasis on Roth options, and the additional savings assistance allowed for savers within plans. The legislation builds on the Setting... Read More >

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15 Richard Arrington, Jr. Blvd. N
Birmingham, AL 35203
(205) 252-3681
info@pwco.com

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General advisory services offered by Porter White Capital Advisors, Inc.
Investment advisory services offered by Porter White Investment Advisors, Inc.
Municipal advisory services offered by Porter White & Company, Inc.

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