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Barron’s

  • Desk covered with spreadsheets and investment charts with the headline "Investment Analyst"

    A Day In The Life Of An Investment Analyst

    Tags: A Day In The Life Of An Investment Analyst, Barron's, Charlotte financial planner, Charlotte NC Financial Planner, Client Goals, Fiduciary Duty, Financial Planning, FSInsight, Goldman Sachs, Independent Thinking, InvesTech, Investment Analysis, Investor Sentiment, JP Morgan, Macroeconomic Outlook, Market Research, Morgan Stanley, NC financial planner, Portfolio Management, Portus Wealth Advisors, risk management, Sector Analysis, UBS, Wall Street Journal
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511 East Blvd
Charlotte, NC 28203
(704) 936-0084

Client Relationship Summary

Portus Wealth Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission. Investment advisory services, brokerage services, and fees differ, and it is important for you to understand these differences. Free and simple tools are available to research firms and financial professionals at www.Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing.

View CRS FormView CRS Form

© Portus Advisors 2025

Contact UsContact Us
LEARN MORE
  • About
  • Insights
  • Personal
  • Business
  • Charting Opportunities
QUICK LINKS
  • Contact
  • Login
  • Privacy Policy
  • CRS
Get in touch

511 East Blvd

Charlotte, NC 28203

(704) 936-0084

Client Relationship Summary

Portus Wealth Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission. Investment advisory services, brokerage services, and fees differ, and it is important for you to understand these differences. Free and simple tools are available to research firms and financial professionals at www.Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing.

View CRS FormView CRS Form

© Portus Advisors 2025

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