We partner with you to make advisory business easy. Our team of professionals provides powerful portfolio management, back-office support and streamlined trading resources, giving you time to focus on growing your business and solidifying client relationships. Portfolio Partners expands your office by an entire Investment Research team. The result is a deeper level of options, opportunity and attention for your clients. Our services plug in to your existing systems, so we can enhance your business and client experience without asking you to learn new back-office software. Interested in working with Portfolio Partners? Submit a proposal to learn about the value our firm provides you.

Proposal Request


Most third-party money managers have one solution that is generically offered to all advisors. We are different. We aim to find where you need the most help and customize a solution for your firm and your clients. Our services plug into your existing systems. This allows us to enhance your processes and fill in the gaps without asking you to learn new back office software or processes.

Third Party Managers Advisor as Portfolio Manager Portfolio Partners
Portfolio & Strategy Consulting
Hiring Ourside Expertise
Marketing Material Provided
Trading/Rebalancing Services
Independent Objective Research
Daily Account Monitoring
Client Specific Strategies


Portfolio Partners offers a variety of services to help you maximize your time with your clients. Solutions include placing trades, researching investments, back-office support, communications, and making suggestions to help move your business forward. Whatever your business needs, Portfolio Partners is flexible enough to support your unique business.


Leverage the strength of our team by letting us help design a strategy specific to your clients. With Portfolio Partners, you can offer customized investing beyond bucket models.

  • Consulting to provide custom strategy and portfolio design for each client
  • Ability to integrate in-kind transfers
  • Simplifying advisory platforms through the back-office and operations support of multiple custodians


Even for experienced Advisors, portfolio management is a daunting responsibility. Working with Portfolio Partners, your office is expanded by an entire team dedicated to investment research.

  • Asset allocation models with a tactical overlay to reduce risks and capture opportunities
  • Daily review of accounts to maintain allocation
  • Income distribution strategy
  • Independent, unbiased research and due diligence


It is difficult to keep up with the economic news and market conditions. Portfolio Partners will filter and summarize the information that you and your clients need to know.

  • Monthly newsletter
  • Quarterly teleconference
  • Extreme market conditions response
  • Meeting support available for key clients with an extra level of complexity

our team

The Portfolio Partners team specialize in investments, research and, back-office support to help you maximize your time with your clients.

Jennifer Haas

VP, Operations, Registered Representative

Al Johnson

Chief Investment officer, Registered Representative

Andy Bell

Investment Analyst, Registered Representative

Diahnn Borowicz*

Operations Manager

Breanna Johnson

Account Administrator

Matthew Koski*

Internal Sales Support
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