Research & Portfolio Management

Research & Portfolio Management

Michael C. Weber established Research & Portfolio Management in 1997, drawing on his experience at the wirehouse E.F. Hutton to create an independent advisory practice. The firm is anchored in Crescent Springs, Kentucky, and recommends that client securities be transacted through the RIA & Custody Services Division of Raymond James & Associates. Its principals also include LuAnn Driscoll and Michael L. Weber, a CERTIFIED FINANCIAL PLANNER®. The firm invests client portfolios primarily through institutional money managers it identifies and vets internally. Its selection process emphasizes managers that complement individual client objectives and risk tolerances, with a stated goal of outperforming appropriate benchmarks on a risk-adjusted basis. The practice serves individuals, pension plans, trusts, and corporations, mixing fundamental and technical research for both stocks and mutual funds. Research & Portfolio Management combines investment advisory with retirement and estate planning. Michael C. Weber leads manager identification while LuAnn Driscoll focuses on portfolio analysis and asset allocation. The firm has not disclosed total assets under management or a specific recent capital event. Weber's structure is that of a classic boutique RIA: lean, principal-led, and reliant on a large custodian's infrastructure rather than an in-house platform. The succession includes a next-generation family member in Michael L. Weber, blending continuity with the elder Weber's institutional relationships.