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Portola Creek
Not your average Investment Advisors
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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.
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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.