Who We Are

When Private Portfolios, Inc. was founded in 1984, our purpose was to create an investment advisory firm based on independent thinking. When we bought our building in 1998, our goal was to make an additional commitment to our firm’s stability for the sake of our client base. As Fiduciaries we are committed to placing our clients’ interests first.

Our Experience Matters

We have spent our entire careers in the financial services industry; Bob for 52 years, Dan for 22 years, and Mark for 17 years. Our specialties include helping individuals, families, and businesses establish or improve their investment strategy, plan for retirement, and educate their children. In addition to these key areas, we work with attorneys and tax professionals to help clients implement their estate plans.

Our Independence Matters

As business owners, we care about all facets of your client experience. We are a family owned business affiliated with major strategic partners nationwide. We utilize a wide variety of investment solutions without bias in favor of any particular company, investment strategy, or financial institution. We bring focus to what is financially important to you and your family

Your Trust Matters

As a Fiduciary, we hold ourselves to a higher standard in our industry. Our comprehensive advice helps guide clients through life transitions like marriage and divorce, having children and grandchildren, empty nesting, retirement, and legacy planning. We are committed to working with each client on a long-term basis. Our goal is to provide excellent client service to you and your family for generations.

Our Community Matters

We are dedicated to serving our community through involvement with non-profit organizations and service clubs, including:

Peninsula Family Service

San Mateo Police Activities League (PAL)

San Mateo Rotary Club

Kiwanis- Club of Greater San Mateo

CASA of San Mateo County

Silicon Valley Community Foundation