what we are all about. 

You’ve worked hard and created a healthy investment portfolio. But how do you continue to live life to the fullest and not outlive your money?  We suggest you talk with one of our Investment Specialists. After all, as low-cost index investment managers, this is our area of expertise and no one better understands investment management for retirement and all of the financial decisions and implications that come with it.

$1,300,000,000+ 

UNDER 
MANAGEMENT*

WE ARE: INVESTMENT MANAGERS FOCUSED ON RETIREMENT.

With all due respect, the investment manager you had in your 30s and 40s may not be the one to get you through your retirement. This is a very specific time with very specific considerations. At Portfolio Solutions®, we know the intricacies of account rollovers, withdrawals, distributions and other cash flow demands that will be placed on your portfolio. We also know how important it is to listen to your concerns, understand your new goals and create a portfolio based upon them. We’re currently helping over 600 clients invest for their future. Learn how we can do the same for you.

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Path to Becoming a Client

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Introductory Consultation
Introductory Consultation

Investing is personal. We will answer your individual questions and discuss how our services can help you. When you are ready, we'll ask you to provide detailed information regarding your financial status, needs and goals.

Understand Your Situation
Understand Your Situation

During one-on-one phone conversations, an Investment Specialist will listen and seek to understand details about your financial status, needs and goals.

Develop Asset Allocation
Develop Asset Allocation

Based on our analysis of your situation, we will deliver and review asset allocation strategies that can be used to help you achieve your long-term financial goals.

Account & Custodial Setup
Account & Custodial Setup

Once you're ready to move forward, you'll sign an Investment Management Agreement and we'll prepare documents necessary for you to establish your investment accounts at custodian Charles Schwab & Co., Inc.

Monitor, Manage & Report
Monitor, Manage & Report

We consistently monitor your portfolio and when necessary, we rebalance your assets to reduce risk and keep your investment strategies on track. Your portfolio’s progress is documented in your quarterly reports and online at Charles Schwab & Co., Inc.

Stay On Track
Stay On Track

If your financial status, needs or goals change, we realign your investments with them. Your assigned Investment Specialist is available for you and will make the appropriate changes to your asset allocation to keep you on track.

WE DO: INDEX INVESTING. 

You may have heard about index investing; it gets a lot of positive press in places like the Wall Street Journal and the New York Times and a lot of praise from investment greats such as Warren Buffet, David Swenson and John Bogle.  Basically, index investing seeks to replicate a market benchmark like the S&P 500. By doing so, it delivers a low-cost, diversified portfolio with more stability and less risk. We think index investing is a smart approach for any time of life, but especially for those in or near retirement. See if you agree. 

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The stock market serves as a relocation center at which money is moved from the active to the patient.

-Warren Buffet

YOU GET: LOWER FEES.

It’s not about cheap; it’s about smart. We have great people with outstanding credentials and years of experience. By combining their expertise with research and the latest technologies, we’re able to eliminate unnecessary costs. It’s an approach that keeps your money where it belongs, in your portfolio. Get the details on the way we handle fees.  

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*as of 02/27/2014