About Our Firm
Portafolio Capital Management is an independent wealth and capital management firm based in San Antonio, Texas. With over 12 years of combined investment and macro-economic analysis experience, our goal is to instill confidence in investors through how we view markets and our investment approach. As a Registered Investment Advisor (RIA) and fiduciary, we are held to the highest standard when it comes to managing your money and are bound by law to act solely in the best interest of our clients.
Transparency & Trust
Unlike most publicly traded banks and institutions, Portafolio Capital Management is independently and privately owned. Our goal of servicing clients isn’t conflicted by ‘quarterly profit’ reporting to shareholders.
Our sole focus is to service the individuals and institutions that need us most and grow alongside our clients.
While the “clients first’ fiduciary standard is something that we believe should be applied across the entire financial industry, we understand that many institutions fail to deliver just that because of the capital structure of their corporation. We invite you to experience a different standard and relationship here at Portafolio Capital Management. We believe that our unique perspectives in investment strategy mold our value proposition to our clients.
As a fee-only Registered Investment Advisor, we do NOT charge sales commissions. Our firm makes money by charging a nominal percentage on the assets under management (AUM). This means that what’s good for our clients is ultimately good for us. As your investment portfolio grows, we also grow.
If you’re unsure or uneasy about how your money is being managed at your current institution, we invite you to meet with us for a no-obligation portfolio review.
Our Founder
Mauricio “Mau” Sanchez
Portfolio Manager, Chief Investment Officer
Mauricio Sanchez began his career in finance on Wall Street as a corporate bond portfolio trader in New York City in 2014. Graduating from the University of the Incarnate Word in San Antonio, Texas with a dual B.B.A. in economics and finance, Mau is an experienced investment advisor with over twelve years of experience in the equities, fixed income, and commodity space. A former fixed-income trader and Forex portfolio manager, Mauricio’s expertise rests on analyzing domestic and foreign markets, Federal Reserve policy, and presenting valuable insight and strategies to his clients. In his free time, Mauricio runs a dinner club, podcast, and frequently consults with businesses, executives, and nonprofits in the strategic planning space.
