Products and Services

When considering investment strategies and alternatives, your Portsmouth advisor will make recommendations based on what we believe are sound and thoughtful choices for your specific situation.

We’re Invested In Helping You Accomplish Your Financial Objectives

Portsmouth is dedicated to providing you with personalized service that is focused on helping you accomplish your financial objectives. We offer a range of products and services, from stocks, bonds and options to mutual funds and annuity products. For our clients with more complex financial circumstances, our private client services group can work
with you to craft an ensemble of products designed to meet your 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


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 at 415-543-8500.

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

Get a free online life insurance quote.


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