Another Oklahoma blogger has posted three CNBC appearances regarding the commerical estate industry. Check out the third video posted HERE.
Oklahoma City, September 1, 2009- Portfolio, LLC has opened an office in Oklahoma City. Portfolio is a Registered Investment Advisory Firm offering fee-only, conflict free, comprehensive investment management. Our Chief Investment Officer, Lee Munson CFP®, CFA, is a frequent commentator on CNBC and is quoted in magazines such as Smart Money and Business Week. Tracy Ann Miller, CFP®, is Managing Principal of the Oklahoma City office. Lee says, “We could not have a better partner than Tracy Miller. Her impeccable attention to detail and expertise in financial planning is evident in the comprehensive investment advice she provides for her clients.” Tracy comments, “It’s a new and exciting time for me to move forward with an independent office after 23 years of banking, brokerage and financial planning experience working for other firms.” Portfolio leased 1,212 square feet of space at 5100 N. Brookline, Suite 700 in Oklahoma City. Jim Austin and Tom Lange with CB Richard Ellis Oklahoma handled the transaction.
For Information: www.portfoliollc.com
Contact: 405-917-5309
