PRIVATE PORTFOLIO, INC
LA JOLLA, CA

Private Portfolio is a consortium of independent investment professionals specializing in providing customized financial guidance to its clients. Positioned as registered representatives, foreign associates, bond traders, investment advisors, and money managers, the team leverages their extensive expertise to facilitate opportunities for asset growth and protection. Committed to client success, Private Portfolio aims to achieve long-term investment objectives tailored to the unique needs of each individual or entity they serve. Having years of experience in global markets trading, Private Portfolio is dedicated to identifying superior opportunities and offering personalized support to help clients reach their financial goals. This encompasses avenues for capital preservation, growth, and income generation through a diverse array of financial products and resources. The firm's association with Pershing LLC, a BNY Mellon Company, enables its independent investment professionals the autonomy needed to make decisions aligned best with client interests. As a leading entity in global securities processing and investment-related services, Pershing offers robust support, enhancing Private Portfolio's capabilities and operational reach. Security measures are paramount at Private Portfolio; their alliance with Pershing ensures rigorous internal control over client assets. Pershing is part of the Securities Investor Protection Corporation (SIPC), safeguarding member securities customers' investments up to $500,000, including $250,000 as cash. Furthermore, coverage exceeding SIPC limits is provided by underwriters in Lloyd’s insurance market and additional commercial insurers. Stationed at 7816 Ivanhoe Ave., La Jolla, CA, Private Portfolio offers a unique investment partnership marked by personalized attention and industry-leading support from Pershing. Recognized as a Florida Models-DOS, Floridian Company (Filings: F12000002982), the firm was incorporated on July 17, 2012. With Eduardo Tovar and Daniel Barba serving jointly as Presidents, Private Portfolio continues to enhance its service capabilities, aligning with the most up-to-date standards reflected in their latest annual report dated January 17, 2024. Private Portfolio invites individuals and entities seeking financial growth and asset protection opportunities to explore how they can optimize investment strategies for enduring success.