Portfolio Services

Our FFR Portfolio Services team provides strategic expertise and personalized guidance, ensuring your portfolio aligns with your vision for a secure, prosperous future.

Kenneth Beebe

Kenneth Beebe

SVP, Head of Portfolio Services
CA License #OL79272
Alana Storr

Alana Storr

Portfolio Operations Analyst
Geordan Vincent

Geordan Vincent

Portfolio Services Associate

MARKET UPDATE

Stay informed with our Market Update, a regularly refreshed snapshot of the economic landscape. We break down key drivers of market sentiment to help you stay ahead with perspective and clarity. Offering insights on topics such as asset class performance, corporate earnings, interest rates, and historical market trends.
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"Our team works tirelessly in building and implementing investment strategies while closely monitoring the markets for our clients, so they can focus on what's most important to them."

Kenneth Beebe
SVP, Head of Portfolio Services