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Old Port Advisors | Est. 1994 logo

Old Port Advisors | Est. 1994 Employee Directory

Investment ManagementMaine, United States11-50 Employees

Old Port Advisors is an independent investment advisory firm focused on delivering comprehensive investment management and advisory services to individuals, institutions, and retirement plans. Based in Portland, Maine, the firm was founded in 1994 and operates under the regulatory framework of the U.S. Securities and Exchange Commission as an investment adviser. Its approach centers on tailoring investment strategies to each client’s objectives and risk tolerance, with ongoing monitoring embedded in its wealth management offerings. 

The firm’s retirement plan consulting arm provides fiduciary investment monitoring, participant education, and forward-looking design services for retirement plans, selecting investments and platforms in the plan’s best interest without bias toward any one platform or vendor. It employs a team-based structure that coordinates tax, legal, and risk management considerations to craft integrated investment strategies within coordinated financial and estate planning, emphasizing individualized objectives and risk profiles.

Find Old Port Advisors | Est. 1994 employees' phone numbers or email addresses

Old Port Advisors | Est. 1994 Global Highlights

Location
Employees

North America
26

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  • United States Of America
    26

Old Port Advisors | Est. 1994's Leadership

  • Client Relationship Manager at Old Port Advisors | Est. 1994
    D. H.
    Client Relationship Manager
    Mobile Phone
  • Manager at Old Port Advisors | Est. 1994
    S. N.
    Manager
    Mobile Phone
  • Principal at Old Port Advisors | Est. 1994
    B. O.
    Principal
    Mobile Phone
  • Bookkeeper at Old Port Advisors | Est. 1994
    H. V.
    Bookkeeper
    Mobile Phone
  • Of Counsel at Old Port Advisors | Est. 1994
    L. R.
    Of Counsel
    Mobile Phone
  • Operations Specialist at Old Port Advisors | Est. 1994
    L. R.
    Operations Specialist
    Mobile Phone
  • Deli at Old Port Advisors | Est. 1994
    T. K.
    Deli
    Mobile Phone

Old Port Advisors | Est. 1994 Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Consultant
  • Other
  • Support

Contact profiles from Old Port Advisors | Est. 1994

Name
Title
Contact
Location
Last Update
  • Client Relationship Manager at Old Port Advisors | Est. 1994
    D. H.
    Client Relationship Manager
    Mobile Phone
    Oct 16, 2024
  • Manager at Old Port Advisors | Est. 1994
    S. N.
    Manager
    Mobile Phone
    Oct 21, 2024
  • Principal at Old Port Advisors | Est. 1994
    B. O.
    Principal
    Mobile Phone
    Oct 16, 2024
  • Bookkeeper at Old Port Advisors | Est. 1994
    H. V.
    Bookkeeper
    Mobile Phone
    Oct 23, 2024
  • Of Counsel at Old Port Advisors | Est. 1994
    L. R.
    Of Counsel
    Mobile Phone
    Oct 23, 2024
  • Operations Specialist at Old Port Advisors | Est. 1994
    L. R.
    Operations Specialist
    Mobile Phone
    Oct 22, 2024
  • Deli at Old Port Advisors | Est. 1994
    T. K.
    Deli
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Old Port Advisors | Est. 1994 known for?

Minus sign iconPlus sign iconOld Port Advisors | Est. 1994 was founded in 1994 and operates in the Investment Management industry. You can contact Old Port Advisors | Est. 1994's main corporate office by phone at
+1-207-774-****
. Explore Old Port Advisors | Est. 1994's company overview page for more information.

What is Old Port Advisors | Est. 1994's most common email format?

Minus sign iconPlus sign iconOld Port Advisors | Est. 1994 employees' email format typically follows the pattern of FLast@oldportadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more Old Port Advisors | Est. 1994 email formats with LeadIQ.

How many employees does Old Port Advisors | Est. 1994 have currently?

Minus sign iconPlus sign iconOld Port Advisors | Est. 1994 has approximately 16 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Old Port Advisors | Est. 1994's key employees and leadership?

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As of September 2026, Old Port Advisors | Est. 1994's key employees include:

  • Client Relationship Manager: D. H.
  • Manager: S. N.
  • Principal: B. O.
  • Bookkeeper: H. V.
  • Of Counsel: L. R.

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