Portage Trail is an independent, fee-only pension consulting firm and a registered investment adviser.
We specialize in advising sponsors of mid-sized 401(k) defined contribution retirement plans.

As a 401(k) retirement plan fiduciary, you now face unprecedented demands to exercise due diligence on all major plan decisions. To meet those demands you need sound, unbiased advice as never before.

Portage Trail provides investment management consulting services exclusively to 401(k) defined contribution retirement plan sponsors like you. From investment policy to record keeper selection and fund performance measurement, Portage Trail provides a full range of professional investment management consulting services, tailored to meet your needs.

Our business is strictly fee-based. We don't sell stocks, bonds or other investment products. We are not affiliated with any plan record keepers, broker-dealers, money managers or mutual funds. We do not accept soft dollars or commissions on securities purchases or sales. Our advice is never biased by conflicts of interest. We work only for you.

Long before there were railroads and interstates, North America had another vast transportation network: The many lakes and rivers that crisscross our continent. The Portage Trail provided the vital link between navigable waters, and enabled intrepid voyagers in their birchbark canoes to bypass hazards along the way.