Working with Portland Global Advisors
A typical course of events before we embark on a relationship is to meet to discuss your particular financial situation and for us to understand your goals and expectations. At that time we would offer you a comprehensive asset allocation assessment. We offer this initial consultation complimentarily and without commitment from you.

When you choose to work with Portland Global Advisors, we work together with you to develop a cost effective and objective asset allocation plan which we implement over a period of time, depending on tax, estate, and other considerations. This plan is dynamic and should change as your financial picture changes.

On an on-going basis, you will receive a quarterly statement from us detailing your holdings and the performance of those holdings; you will also receive our quarterly market analysis "The Portland Global Advisor."

Finally, we are always available to review and/or answer questions about your financial situation, whether the issue concerns assets that are managed by us or not...