Portola Group Inc.

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The Portola Group provides highly personalized investment management and financial advisory services for individuals and families. The company, founded in 1979, manages assets for more than 600 high net worth accounts. The firm offers a wide range of services, including risk and portfolio management, asset allocation and equity selections. It diversifies companies portfolios into more than 30 equity positions and represents a wide variety of industry groups and company sizes. The company s fixed-income selection process includes Interest rate forecasts development, buy list selection and using debt equivalents, such as shares of utility stocks. The Portola Group has offices in Menlo Park and St. Helena, Calif., and Honolulu.