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 and we understand investment management for retirement and all of the financial decisions and implications that come with it.
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.
Path to Becoming a Client
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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.
During one-on-one phone conversations, an Investment Specialist will listen and seek to understand details about your financial status, needs and goals.
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.
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.
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.
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.
The stock market serves as a relocation center at which money is moved from the active to the patient.