Research & Portfolio Management

Research & Portfolio Management

Research & Portfolio Management was established in 1997 by Michael C. Weber, who launched the firm after his tenure at E.F. Hutton and a prior career as a Naval Flight Officer. Weber, who holds an MBA in finance, built the practice on independent manager research rather than proprietary financial products. The firm's advisory team includes LuAnn Driscoll, who joined with a background in fundamental and technical analysis drawn from 24 years in financial services, and Michael L. Weber, a CERTIFIED FINANCIAL PLANNER® professional who entered the firm in 2009. While the source of any founding family capital is not publicly disclosed, the firm operates as a traditional RIA serving external clients rather than a single-family office. The firm's investment posture centers on identifying institutional money managers across asset classes that align with a client's risk tolerance. Research & Portfolio Management does not manufacture its own funds; instead, it allocates client capital to third-party managers on a risk-adjusted basis. The firm's ADV materials and website describe active manager selection intended to outperform relevant benchmarks. Its geographic footprint is concentrated regionally, operating from a single office in Crescent Springs, Kentucky, and serving individuals, pension plans, trusts, and corporations primarily within the United States. Team size is limited to three named advisors, with combined industry tenure exceeding 70 years. The firm's sole physical presence is on Buttermilk Pike in Northern Kentucky, a location it has maintained as an independent practice. Operations run through the custody and trading platform of Raymond James & Associates, a relationship that provides the brokerage infrastructure while the firm retains discretion over investment decisions. No recent operational events — such as office openings, personnel changes, or new vehicle launches — have been publicly reported in the last 24 months. Structurally, Research & Portfolio Management combines the independence of a small RIA with the back-office custody of a major broker-dealer. This hybrid allows the firm to avoid the product-pushing incentives that Weber associates with his early wirehouse years. By recommending securities through Raymond James's RIA & Custody Services division without being owned by a larger financial conglomerate, the firm functions as a manager-of-managers — an architecture more commonly seen in institutional consulting than in a Main Street advisory practice.