Lee E. Munson

Lee E. Munson

Portfolio, LLC

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $100,000

Minimum client income required: No minimum required

Title: Chief Investment Officer

Offering advice since: 1998

Areas of focus:

  • Business planning
  • Life Planning
  • Portfolio Management
  • Securities
  • Stocks and Bonds

Further information about Lee E. Munson:

Lee Eugene Munson has a significant and salient background in the financial services industry. Early in his career, he worked as a speculative stock trader on Wall Street during the dot-com boom and bust until he had an epiphany. Lee began to question everything about his approach to investments starting with the basics. He returned to his home in New Mexico to begin down the long road dedicated to accomplish every aspect of his goal.

While a Vice President of Schwab Private Client in Albuquerque, Mr. Munson earned a Certified Financial Planner designation and passed the rigorous exams to earn the Certified Financial Analyst charter. Lee's conspicuous success, acumen, and client satisfaction lead inevitably to the formation of Portfolio, LLC, a company dedicated to independent research and value investing.

Mr. Munson is a graduate of the prestigious St. John's College in Santa Fe. He serves on the boards of the New Mexico Estate Planning Council, the Santa Fe Film Festival and the Financial Planning Association of New Mexico.

Compensation and Fee Structures:

0.85% of assets under management per year

Licenses, Certifications & Affiliations:

CFP, CFA

Education:

BA from Saint John's College

Will provide references upon request?

Yes


Further information about Portfolio, LLC:

Portfolio, LLC

(Size of firm: 0-9 advisors)

Why choose Portfolio, LLC?

In a word, unprecedented: our economy is facing challenges unseen in decades. Why would you continue to work with the same institutions that helped create this problem? At Portfolio, LLC we are:

* Your fiduciary: We are legally required to only act in our client's best interest.

* Fee-based only: We do not receive compensation from any commission-based products including mutual funds, annuities, and insurance.

* Transparent: 24/7 access to your accounts from two independent sources.

* Direct access: Personal contact with your Chief Investment Officer, Lee Eugene Munson, CFA, CFP.

* Independent: Our only business is money management. We use all available sources of information and are not limited to the agenda of a single institutional research department.

At Portfolio our investment goal is to both protect the wealth entrusted to us and to grow it over time. As a boutique firm, we are free to have faith in our own best ideas. We do our own research in analyzing current and potential investments.

First, we go straight to the source, the company itself, to study their annual reports and other financial data filed with the SEC. Second, we analyze both the credibility of the financial data and the quality of the firm and its management team. From there we develop and compile a focused list of well-known, well-capitalized, and well-managed companies. Fundamentally, our point of view is that purchasing a stock is owning a claim on a company's earnings. Finally, we accumulate stock and maximize profits by taking advantage of the inept forecasts of economists, the hyped financial media, and the madness of crowds.

As important as how we manage our clients' assets is how we serve our clients themselves. Portfolio has a strong, general belief in transparency. We have a simple fee structure billed in arrears, with no hidden charges, no sales loads, no commissions and fees for wire transfers or check writing. As an independent RIA, we have a fiduciary duty to our clients to act in their best interests. Third-party reconciliation and custodianship ensure that there are no conflicts of interest. We also make our research reports of larger holdings available, so that our opinions can be understood and questioned. Our policy of active management entails daily monitoring of client portfolios, and we keep our clients abreast of any changes in the market. Finally, clients are involved in the investment process from the start, and portfolios are tailor-made from the bottom up to suit individual needs and desires.


Contact Information for Lee E. Munson

Phone: (505) 884-3445
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Address for Lee E. Munson:
Suite 508
2500 Louisiana Blvd
Albuquerque, NM, 87110

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