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OldPortAdvisorsisaboutiqueinvestmentadvisoryrmthatinvestsinclientsandtheirlivesaffordingthemtheFREEDOMTOENJOYLIFEtodayandtomorrow.Wereallaboutgivingyoufreedomnancialfreedomfreedomfromstressandworryfreedomfromhavingtoknowalltheanswersandfreedomtodothethingsyoulove.RELAX.Weconnectthedotssoclientscanenjoylife.Weserveastheepicenterofclientsnanciallives.Weinvestinclientsandtheirwholelivescollaboratingwithotheradvisorstosupporttheiroverallnancialwellbeing.TRUST.Wedothethinkingsoclientscandothethingstheylove.Weinvestattheintersectionofdisciplineandinnovationmakedecisionsbasedonlong-termfundamentalsandcombineresearchexperiencejudgmentandknowledgetodeliveroptimalresults.ACHIEVE.Wedesignaroundclientssotheycanreachtheirdreams.Wedesigninvestmentstrategiesandotherservicesaroundourclients.Welistentoourclientsfocusontheirgoalsandlifeexperiencesandcreateindividualizedportfoliosandwealthmanagementstrategies.