Portola Creek

Not your average Investment Advisors

A new era of investment

Portola Creek has a goal: to align investment portfolio with clients personal values and drive positive impact. The company integrates leading-edge technology into their investment strategy, intent on being able to identify a companys Environment, Social, and Governance ESG scores. Which is a successful sell or buy signal. 


I have been extremely impressed with Melanie's level of service and high quality work which we had to execute over relatively short project timelines. I would highly recommend Melanie and look forward to working with her again on future projects.

– Todd Wilson, Portola Creek.