Products and Services

At Portsmouth, we strive to give you the flexibility you need to select the mix of products you feel is right for your clients’ needs.

We’re Invested In Helping You Meet Your Clients’ Financial Objectives

Portsmouth is dedicated to providing the personalized service you need to help your clients accomplish their financial objectives. We offer a range of products and services, from stocks, bonds and options to mutual funds and annuity products.

For your clients with more complex financial circumstances, our private client services group can work with you to craft an ensemble of products designed to meet their needs.

You can call us starting at 6:00 A.M. (PST) to place trades for the market’s opening.

Brokerage Products

  • Listed and Over-The-Counter (OTC) Securities
  • Fixed Income Products including Certificates of Deposit
  • Money Market Funds
  • Listed Options (requires approval)
  • Foreign Exchanges
  • International Securities
  • Mutual Funds: Load and No-Load Funds and Institutional Funds


Retirement Products

Retirement Products for the Individual Investor

  • Traditional IRA
  • Roth IRA
  • Individual 401(k)
  • Pension and Profit Sharing Plans, Defined Benefit Plans


Tax-deferred Savings Products for Education

  • Education IRAs


Private Client Services

For more complex financial needs, we offer several customized programs:

  • Wealth Management and liquidity solutions through our Private Client Group
  • Asset Management
  • Fee-Based Brokerage
  • Managed Accounts


Corporate Services

We work closely with banks, law firms and large financial institutions to bring products and services to our corporate clients that are designed to grow, protect, and conserve wealth. Employer-sponsored retirement plans include:

  • Qualified Retirement Plans
  • 401(k) Plans
  • 403(b) Plans
  • Profit Sharing Plans
  • Money Purchase Pension Plans


Insurance Services

  • Life and Health Insurance
  • Long-term Care Insurance
  • Business and Key Person Insurance

Choosing a life insurance product is an important decision, but it often can be complicated. As with any other major purchase, it is important that you understand your needs and the options available to you. We can help you gain a better understanding of life insurance and its role within a sound financial plan. Call our life department today: Harry Kamataris (Lic. #0G59312) at 415-543-8500.  Or Kara Stewart (Lic. #0C47464) at 707-974-8707.

Get a free online life insurance quote.


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