how can we help you?
Contact us at the Consulting WP office nearest to you or submit a business inquiry online.
Portfolio Management Services (PMS), a service offered by the Portfolio Manager, is an investment portfolio in stocks,
Portfolio Management
Make an appointment
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Meet our staff
Brandon Copperfield
Founder & CEO
Clark Roberts
Chief Finance Officer
Ashley Hardy
VP Sales and Marketing
Dennis Norris
Chief Marketing Officer
Gina Kennedy
Administrator
Fernando Torres
Tax Consultant