My Portfolio Guide

Specialties

My Portfolio Guide is an independent Registered Investment Advisor. We have a fiduciary duty unlike most other institutions.

We specialize in lowering investment expenses and fees by at least 25% from what you are paying now. This savings often even applies to the self directed investor who may not realize all the hidden expenses they pay.

Each client is given 100% conflict free investment advice. We also focus on actively monitoring your portfolio. There is a big difference between «buy and hold» versus what most advisors/​investors do.“buy and forget“

Every portfolio is customized and created to meet your specific goals and risk tolerance. We also take a comprehensive look at all of your financial picture; even with regard to assets that we do not manage directly. (current 401k’s etc)

We offer a complimentary initial portfolio review and complete analysis of your portfolio. You will immediately see how we can improve your current situation, save money, and improve performance!

History

Established in 2010.

My Portfolio Guide was created after years of seeing and learning from the best and worst in the business. What does that mean? The financial services industry offers so many choices to investors.

How many can truly provide a no conflict & independent platform, world class service, complete dedication to ethics, truly disciplined and active portfolio monitoring/​construction, personalized advice, all at the very lowest fees in the industry?

There is one firm that created exactly that… My Portfolio Guide

Meet the Business Owner

Matthew P.

Business Owner

Matt’s curiosity and passion for investing began during the stock market crash of 1987. Being a new investor without any guidance and coupled with the dramatic events of that period, an interest and passion for becoming a student of the markets was born.

Matt later studied Economics and earned a Bachelor’s degree while also competing as a student-​athlete for California State University Long Beach. After advancing his career for 12 years he decided to return to business school and further his education by earning an MBA from the W.P. Carey School of Business at Arizona State University.

Matt was trained and worked as an investment advisor for several of the largest and most widely respected brokerages on Wall Street as well as one of the most eminent private wealth management firms in the nation. Matt lives in Seal Beach, CA with his wife Cecilia, daughter Isabel, and son Lance. He enjoys coaching youth sports for his children’s teams and also competes in Ironman triathlons.