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Our Philosophy

My Portfolio Guide’s investment philosophy is based on our dedication to act only in our clients’ best interests. It’s this client-centric approach that guides each and every investment decision. We are ...

Meet the Firm

My Portfolio Guide, LLC is a Registered Investment Advisory firm serving investors nationwide and currently registered in the state of California. The firm has grown organically by serving high net worth ...

March Madness: Final Four Investing Bracket 2016

... that at least is doing its job and earning their keep (for now!). Key Match-up: #5 Queens Road Small Cap Value (QRSVX) vs. #3 U.S. Cellular (USM) If you’re a regular reader of My Portfolio Guide ...

MPG Core Tactical 60/40: July 2015 Performance Update

... think contrary to most everyone in that interest rates are not going to be raised. As we mentioned in the most recent cover piece of “the Guide”, raising rates now is almost a given move but are we seeing ...

The 100th Letter to Dear Mr. Market

... st year Team My Portfolio Guide raised over $25,000! Robo-Advisors: What are they and why should you care? (click here to read) These automated ‘investment solutions’ have recently captured headli ...

MPG Core Tactical 60/40: November 2014 Performance Update

... we don’t own it in this portfolio, it was one of our best holdings for My Portfolio Guide clients over the past year and a half. After unrealized profits north of 60% with INTC shares, we finally had to ...

"Don't let the tax tail wag the investment dog"

... In this article we will be discussing general guidelines. Every investor’s situation is unique and deserves personal attention. If you have questions we would encourage you to talk with a qualified tax ...

Newsletters

Guide 40 Guide 39 Guide 38 Guide 37 Guide 36 Guide 35 Guide 34 Guide 33 Guide 32 Guide 31 Guide 30 Guide 29 Guide 28 Guide 27 Guide 26 Guide 25 Guide 24 ...

Contact Us Today!

My Portfolio Guide, LLC 3020 Old Ranch Parkway, Suite 300 Seal Beach, CA 90740 Map & Directions   Phone: (562) 799-5595 Complimentary "Get Acquainted" Meeting We offer a no strings attache ...

Financial Services for Businesses

My Portfolio Guide also provides financial services tailored to business owners, executives and employees including: Financial Counseling for Employees Financial Planning for Small to Mid-Sized Businesses ...

Our Clients

My Portfolio Guide was founded after years of learning what investors really need from an advisory firm and a relationship standpoint. The financial services industry has changed dramatically and this ...

Financial Planning & Wealth Management

... savings planning. At My Portfolio Guide, we first find out what you truly need before surrounding you with referrals, experts, and overwhelming information. Our disciplined Process will clearly tell ...

Important Disclaimer

... time at our sole discretion. My Portfolio Guide, LLC ("MPG") is a Registered Investment Advisory practice located in Seal Beach, California. MPG and its representatives are in compliance with the curren ...

Strategic Alliances

My Portfolio Guide works in conjunction with your existing attorneys, accountants and other professional advisors. During the Discovery phase of our Investment Process, we carefully review who the key ...

Our Fees

... world we think this is nonsense! My Portfolio Guide asks you to reconsider the value you’re actually getting from your current advisor. Are they charging you 2%...or even 1%? (with another layer of fees ...

Investment Management

Investment Management is My Portfolio Guide’s core business. We believe that Investment Management boils down to the understanding, management, and mitigation of risk. HOW WE MANAGE INVESTMENT RISK: ...

Company Retirement Plans

My Portfolio Guide provides a full suite of corporate retirement plan services to help businesses retain and attract the best employees. At the same time, we help our plan sponsors maintain their administrative ...