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Ourjourney.esterdaytodaytomdaytodaytomorroYesterdaytodaytoterdaytodaytomorytodaytomorrow. Theonlytimeyoushouldeverlookbackistoseehowfaryouvecome.unknownOurstoryTwentyyearsagowehadavision.WewantedtocreateanindependentinvestmentmanagementrmcenteredonClientswheretheirinterestscamerst.Imaginethat.AplacewherepeopleknewyournamecaredaboutyourkidsaskedaboutyourdreamsvestedinyouandyourWHOLElife.Ourprinciplesweresimpleandstillgroundusavalues-drivenpersonalizedcollaborativeandstrategicapproachtoinvestingandwealthmanagement.Withyoubyoursidewestartedsmallanddreamtbigwelcomednewfacescreatedpartnershipschangedstreetaddressesandseizedopportunities.Wenavigatedthenanciallandscapetohelpclientsandvolunteeredourtimeinthisbelovedcommunity.AndwhatbetterwaytocelebratesuccessthantobuildonitYesterday GetreadytosoarWeregrowingandevolvinginbigwaysandweredoingitsmartlymakingstrategicdecisionsbasedonourhistoryourstrengthsandourvision.AswecelebrateourprogresswereproudofwhereourrmwasbornandcontinuestoourishPortlandMainespecicallytheOldPort.Weembodymanyofthesamecharacteristicsasthisbelovedharbortown.Intentlysmallbutplaybig.Rootedintraditionyetprogressiveinmindset.Hardworking.Authentic.Independent.Resilient.Community-centric.Unwavering.Atrustworthyplacepeoplecomebacktotimeandtimeagain.Tohonorthisconnectioncommemorate20yearsinbusinessandembarkontheexcitingfuturethatliesaheadwearechangingourname.TodayAnymomentcallednowisalwaysfullofpossibles.ChinaMieville Werechangingourname.Notourcalling.Wearenotchanging.Werepeelingbackthelayerstoreafrmwhatwestandforandevolvingtoprovideevengreatermorecomprehensiveservice.Clientswillcontinuetoenjoythelevelofcaretheyvecometorelyonandtheyllseethesamefaces.FredWilliamswillcontinuetoleadtheteamjoinedbythereturnofhisoriginalco-founderTomDonaldson.Todaysteamalsoincludessixportfoliomanagersfourassociateportfoliomanagersandtwoadministrators.Newtechnologyabundantresourcesindependentcustodiansandancillaryconsultingserviceswillsupportthisteam.Weveinvestedinnewclientandwealthmanagementsoftwareaswellasresearchtoolstoenhancecommunicationallowustoworkmoreefcientlyintroduceadiversityofideasanddeliverbestresults.Wereexcitedtobuildonourpastanddeliveronourbrandpromise.TogetherletsbuildasecurefutureandenjoylifeTomorrow Changingournameispartofarebrandingeffortandourpathwaytotakingthermtothenextlevel.Weinviteyoutocelebratethismilestonewithusandweassureyouwhatwontchangeisourserviceandcommitmenttoexcellence. OldPortAdvisorsisaboutiqueinvestmentadvisoryrmthatinvestsinclientsandtheirlivesaffordingthemtheFREEDOMTOENJOYLIFEtodayandtomorrow.Wereallaboutgivingyoufreedomnancialfreedomfreedomfromstressandworryfreedomfromhavingtoknowalltheanswersandfreedomtodothethingsyoulove.RELAX.Weconnectthedotssoclientscanenjoylife.Weserveastheepicenterofclientsnanciallives.Weinvestinclientsandtheirwholelivescollaboratingwithotheradvisorstosupporttheiroverallnancialwellbeing.TRUST.Wedothethinkingsoclientscandothethingstheylove.Weinvestattheintersectionofdisciplineandinnovationmakedecisionsbasedonlong-termfundamentalsandcombineresearchexperiencejudgmentandknowledgetodeliveroptimalresults.ACHIEVE.Wedesignaroundclientssotheycanreachtheirdreams.Wedesigninvestmentstrategiesandotherservicesaroundourclients.Welistentoourclientsfocusontheirgoalsandlifeexperiencesandcreateindividualizedportfoliosandwealthmanagementstrategies. 130MiddleStreetPortlandMaine04101207.774.6552800.605.6552www.oldportadvisors.com