# Porter Investments

Porter Investments is a RIA based in Houston.

## Overview

- **Organization type:** RIA
- **Headquarters:** Houston
- **Assets under management:** Undisclosed
- **Website:** porterinv.com
- **LinkedIn:** https://www.linkedin.com/company/porter-investments

## Regulatory record

- **CRD number:** 114366
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/114366

## About

Porter Investments is a fiduciary investment management firm based in Houston, Texas. It helps self-directed and hybrid investors gain professional guidance and grow their portfolios with tactical strategies. The firm focuses on investors age 50+ with portfolio construction and reliable portfolio backtesting to manage risk and pursue growth.

## People

- Bob Porter — Founder — President
- Bob Porter — President and founder
- Kristy Rivera — Administrative and Operations support

## Questions

### Who runs investment decisions at Porter Investments?

No named principals or investment leaders for Porter Investments are available in public sources. The firm does not disclose its management structure.

### How does Porter Investments source proprietary deal flow?

Porter Investments has not publicly described its deal-sourcing approach. No co-investors, partnerships, or proprietary channels are documented.

### What investment stages does Porter Investments typically target?

No stage preferences, from venture to growth to buyout or direct deals, are publicly attributed to Porter Investments.

### What is Porter Investments' known posture on co-investments alongside external GPs?

Porter Investments has no public record of co-investments or fund commitments. Its investment structure remains undisclosed.

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- [Certified Financial Strategies Corporation](https://altss.com/profile/certified-financial-strategies-corporation)
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Last updated: 2026-08-11T15:07:49.000Z

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