Company Profile

I formed Portfolio Diagnostics in 2002 so that organizations of all sizes could access my expertise in financial reporting and investment analysis, database management and design, computerization of manual activities, management reporting design, policy and procedure manual preparation and gathering market research as well as other forms of business research.  I also provide home office computer training and technical support.  Most firms have several projects in mind that might substantially improve their operations if only staff members could find the time to address them. That is where I come in.  My assistance is only a few clicks away, so let's talk.

Clients

Trust for Public Land (New York, NY)-a national, nonprofit, land conservation organization www.tpl.org

Advance Group, Inc. (New York, NY)-a $250 million firm that manufactures watches under license from Kenneth Cole and Tommy Bahama www.awcus.com

Synthes Spine Co., LP (West Chester, PA)-a medical researcher, developer and manufacturer of devices designed to alleviate afflictions of the spine www.synthes.com

First Financial Solutions (Bonita Springs, FL)-a mortgage brokerage firm focusing on the commercial real estate arena and proprietary project-financing structures www.ffsloan.com

Work Smarter USA (Bonita Springs, FL)-a virtual solutions and administrative services provider www.WorkSmarterUSA.com

Owens Strategy Group (Bonita Springs, FL)-a management consulting firm specializing in business strategy and brand management assignments www.OwensStrategy.com

          Portfolio Diagnostics, Inc.

Financial consulting for small businesses,
        corporations and non-profits

Greetings and welcome to my website.  I am a financial professional with broad-based experience who relocated to Naples in late 2004.  For the past two years, I have served as the primary data analyst for Owens Strategy Group, a local management consulting firm.  I am now seeking to expand my client base and activities.

Please see my description of typical assignments, which can be accessed via the tab at the top of this screen.  In addition, my resume and examples of reports that I've prepared for other clients are included as separate pages to this site.  Once you've reviewed these, the question becomes, what projects can I address for you?

David P. Templin

You no doubt have an excellent staff (even if you’re its only member).  Each one of them has a full plate of day-to-day responsibilities and specialized expertise in various facets of your business.  However, those daily functions are just that; items that can’t be put on hold.  Between these duties and assisting you with short-term crises that arise, their ability to address long-term goals and projects is limited. Unhampered by routine responsibilities, I will focus 100% of my efforts on completing that big-picture assignment that you and your staff have been meaning to get to for months.  Think of me as your virtual assistant!