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About Us

At Port Capital Management, we are dedicated to providing sophisticated financial solutions tailored to the unique needs of our clientele. With a commitment to excellence, integrity, and personalized service, we stand as trusted stewards of our clients’ wealth, guiding them through every stage of their financial journey.

Anthony Errico

– Founder –

Anthony Errico is a seasoned private wealth advisor with a distinguished 15-year career at Goldman Sachs, one of the world’s leading investment banks. Specializing in wealth management for ultra-high-net-worth individuals he has extensive experience in guiding clients through their wealth creation events. Anthony’s philosophy centers on building long-term relationships based on trust and transparency.

Beyond his professional achievements, Anthony is also actively involved in his community, volunteering his time and expertise to support various charitable organizations such as Island Harvest.

In his leisure time, Anthony enjoys spending quality time with his wife and two daughters.

Our Approach

Holistic Wealth Management

We take a holistic approach to wealth management, integrating investment management, financial planning, tax optimization, estate planning, and risk management into a comprehensive and cohesive strategy.

Fiduciary

As an independent registered investment advisor, we are held to the highest fiduciary standard, legally obligated to always act in our clients’ best interests. Our fiduciary duty is the bedrock of our approach, ensuring that our clients’ needs and objectives always come first.

Holistic Wealth Management

We take a holistic approach to wealth management, integrating investment management, financial planning, tax optimization, estate planning, and risk management into a comprehensive and cohesive strategy.

Long-Term Partnership

We view our client relationships as lasting partnerships built on trust and mutual respect. We are dedicated to serving as trusted advisors for our clients, supporting them through life’s milestones and challenges.

Our Commitment

Independence

As an independent registered investment advisor, we operate with complete autonomy and objectivity, free from the constraints of proprietary products or conflicting incentives.

Independence

As an independent registered investment advisor, we operate with complete autonomy and objectivity, free from the constraints of proprietary products or conflicting incentives.

Integrity

At Port Capital Management, we adhere to the highest ethical standards, ensuring that our clients’ interests always come first.

Accountability

We hold ourselves accountable for our actions and decisions, taking ownership of our successes and learning from our mistakes.

Our Investment Process

Client Discovery and Goal Setting

Our investment process begins with a comprehensive client discovery phase where we take the time to understand your financial situation, investment objectives, risk tolerance, and preferences.

Through detailed discussions and analysis, we collaboratively establish clear, measurable financial goals that align with your values and aspirations.

Determine Strategic Asset Allocation

Based on the information gathered during the discovery phase, we develop a customized strategic asset allocation plan tailored to your specific needs and objectives. Our team utilizes advanced analytical tools and economic research to determine the optimal mix of asset classes, taking into account your risk profile, time horizon, and market conditions.

Portfolio Implementation

With the strategic asset allocation as our guide, we construct a diversified investment portfolio designed to achieve your long-term financial goals while managing risk effectively.

Regular Reporting and Communication

Our team maintains open and proactive communication with you, offering regular updates, performance reviews, and opportunities for discussion to ensure that you remain informed and engaged in the investment process.