Portfolio Analytics is a portfolio manager’s publishing and data distribution firm.

“Consultants and Investors assess and search for money managers through consulting databases.  These professional investors rely on clear, consistent, accurate and reliable information to base investment decisions.”

Lisa Jackson
Director of Client Services

Lisa is Managing Director and Director of Client Services of Portfolio Analytics. In her 20 years of growth and service, Lisa has led sales efforts from New York to Texas.

Her efforts also included servicing and managing the needs of clients over several decades. Lisa earned a double major from Houston Baptist University.

Lisa Jackson, Director of Client Services

Contact us for more information on Portfolio Analytics’ Services. Client references are available upon request.