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.”
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.
Contact us for more information on Portfolio Analytics’ Services. Client references are available upon request.
Our asset management clients rely on Portfolio Analytics to significantly reduce the amount of time you spend managing your…
Portfolio Analytics designs and publishes institutional quality marketing materials. We work closely with our clients to develop…
Portfolio Analytics provides the completion of RFPs/DDQs for our Manager Reporting Clients…