| Advisor Profile |
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| Name: |
Guy Porter |
| Phone Number: |
(314) 732-0759 |
| Website: |
Visit Website
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| Disclaimer |
| This site is informational only. No offer or reccommendation is made to buy or sell securities. No recommendation is made to participate in any investment strategy. Past performance is not indicative of future results. Securities and Advisory Registrations: Securities licensed associates of Porter Kickham, Inc. are Registered Representatives of Brookstone Securities, Inc,, Member FINRA/SIPC, Investment advice offered through Brookstone Investment Advisory Services, an SEC Registered advisory. |
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Business Description |
No one likes market risk. It’s a necessary evil of investing. Understanding how market returns really work over the years just might let you relax and enjoy your financial security.
Porter Kickham brings institutional style management tools to individual investors. Whether you’re prudently making your money safer with diversification, or finding portfolio managers who might have some skill, you need science and sound principles, not sales talk. Our methods are backed by academic studies and practical experience.
Start planning for a safer, more secure retirement.
• Complimentary portfolio and plan review. Talk to us about your retirement strengths and weaknesses without obligation. We’re here to listen.
• Subscribe to “Robust Retirement,” our free newsletter for St. Louis families.
We’ll help you with
• Retirement Income Planning: Bring more certainty to your plans for the future.
• Risk Control: A sound plan frees you from the hype and hollering on the news. You’re more in control.
• Families with Seniors: Whether you need help planning to take care of an aging parent or protecting your children from having to take care of you as you, we can help
• Estate Planning: Everyone can leave a legacy. It’s important whether yours is a family journal, or a large charitable trust.
If you think it would make a difference to your family if you used the kind of asset management tools that pension funds and large institutions use in order to navigate your way through market turbulence, call for a free white paper. |
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General Information |
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| Name of Broker/Dealer: |
Brookstone Securities, Inc.
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| Name of Custodial Firm: |
Schwab
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| States Willing to do Business in: |
ALL
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| Years of Experience in Financial Services: |
9
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| Number of Years with Current Firm: |
9
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| Work Experience: |
Executive Officer, Porter Kickham, Inc
Clinical Research Director, Montgomery Clinic
Instructor, Biomechanics and Research Methods
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| I work with the following types of clients: |
Businesses, Individual Investors, Hedge Funds
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Education |
| Academic Background |
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| BA, Philosophy - Washington University, St. Louis |
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Services |
| Investment Types: |
Mortgages & Real Estate, Exchange Traded Funds (ETFs), Options & Futures, Bonds, Mutual Funds, Insurance, Annuities, Stocks
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Qualifications & Memberships |
| Securities Licenses: |
Series 7, Series 65
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| Insurance and Annuity Licenses: |
Variable Annuity, Annuity
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| Financial Organization Memberships: |
Society for Quantitative Analysis
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| Non-Financial Organization Memberships: |
MENSA member
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Compensation Methods: |
Based on Assets, Commissions, Flat Fee, Hourly
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| Fee % Based on Assets: |
2.25 - 0.7
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| Prepared By: |
Guy Porter |
Frequently Asked Questions |
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What are your qualifications? What is your education background? |
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Our firm brings you varied financial experience that ranges from the more speculative to the most conservative standards of fiduciary care for charitable trust investment planning. I have a BA in philosophy from Washington University and a Doctorate from Logan University. I spent a few years as a clinical research director and apply that knowledge to risk reduction for retirees. |
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What is your approach to financial planning? |
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Our clients realize that they need to treat their nest egg as if it were a large trust or pension fund. Large institutions have very sensible rules and techniques that put a sound foundation underneath their capital. Retail methods, like chasing dividends or returns, or following unproven methods are for amateur thrill seekers. While you should have fun in retirement, managing money is not a game. |
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What services do you offer? |
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Together with Mike Kickham, CFP and Jeffrey Bremer, JD, we offer clients a comprehensive range of services that includes planning for spending and reducing debt, investment management, tax planning, risk and insurance determinations, and estate and legacy creation. It's pretty holistic. You don’t have to do it all at once, but you should put it all in place eventually. |
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Will you be the only person working with me? |
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We've found that it takes a village to protect a retiree. Mike Kickham is a certified Financial Planner who will review and approve your retirement plan to make sure it conforms to the high standards of the prudent investor laws. I'll work with you to talk about retirement risk and rewards. Jeffrey Bremer is an estate planning attorney, who can help you further protect what you have earned. |
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How much risk should I be willing to take? |
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The greatest service we can offer long term investors is teaching them about risk and how to handle it. We use an advanced planning method which actually includes planning and action steps for large market drops like the ones we've already had in 2003 and 2008. Good planning includes provisions for bad times. |
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Have you ever been charged with any breaches? |
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What financial institution(s) do you represent? |
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We're an independent firm. You can be sure that our advice will not be based on any contractual obligations we have with financial service providers. Much of our time is spent searching the universe of possible investment choices to see how our clients can better protect their wealth and capture market returns across the globe. |
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Do you provide a free initial consultation? |
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We're happy to sit down and chat, or talk over the phone in order to see if it makes sense for us to work together. |
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