FAQs
What is ESG?
ESG ratings and data focus on risk management, not impact measurement. They help investors understand how well a company is managing the environmental, social, and governance factors that could affect its financial stability - not how much positive or negative change it creates in the world.
What is SRI or Sustainable, Responsible, and Impact Investing?
A values-driven, forward-looking approach that combines financial performance with long-term environmental, social, and governance considerations.
What is Impact Investing?
Impact Investing has a goal of intentional positive impact. We strive to generate measurable social and/or environmental outcomes alongside a financial return. We seek real-world change.
What is your account minimum?
We do not have a set minimum account value. We prefer to look at the totality of your needs for advice and guidance in determining if we are a good fit.
Is Portola Creek Capital a broker?
No, Portola Creek Capital is not a broker. We do not sell any products or services. We charge a simple percentage fee on the amount of assets we directly manage for you. When you do well, so do we.
Is Portola Creek Capital the custodian of my accounts?
No, Portola Creek Capital is not a custodian. Charles Schwab & Co., Inc. is the custodian of your assets under our direct management, and your accounts are titled in your name, whether individual or in trust. You have access to your Schwab accounts online, electronically, and through your monthly statements.
What is Portola Creek Capital’s relationship with my Schwab account?
Our clients sign a Limited Power of Attorney, allowing Portola Creek Capital to execute discretionary trades in your account, disburse money to you, and collect our investment management fees. That’s it. Any additional actions or powers require your approval by signature.
What are your investment management fees?
Portola Creek Capital charges an annual percentage fee of 0.25-1% on assets directly managed by us, paid on a quarterly basis. All advice and guidance you receive on non-discretionary assets, tax planning, trust and estate, insurance review, retirement forecasts, and decision analysis is included in our fee.
How often do we meet to review our portfolio?
As often as you like. We encourage frequent communication with our clients whether in person, electronically, by phone, or by video conference.
How do we get started?
Before you commit to hiring Portola Creek Capital as your investment advisor, we would like the opportunity to learn more about your unique financial situation and your personal values, and present our recommendations in a comprehensive financial report.