Investment Consulting
Ross Walker has joined the firm as a Financial Analyst primarily supporting the firm's Investment Management practice. Ross assists the investment management team with analysis, portfolio management, and client services. Ross is a recent graduate of Wofford College where he majored in finance and minored...
Porter White & Company is pleased to announce that Grace Self has been awarded the CPA certificate and license after having passed the Uniform CPA Examination®. In addition to passing each of four parts of the exam, candidates in Alabama are required to have at...
Brooks Blair has been promoted to Vice President, Investment Management. Brooks joined the firm in February 2016 as a financial analyst. With this promotion, Brooks has assumed more responsibility with individual clients in addition to the firm’s 401k and institutional clients. Brooks has earned the Accredited...
While following events closely during the second quarter of 2020 when our society shut down for almost a month and then started reopening, a few important investment themes emerged. I. S&P 500 Recovered but Rates Stayed Low. While the equity markets substantially recovered during the second quarter,...
Porter White & Company (PW&Co) is pleased to announce that Brooks Blair has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to...
