Helping Clients Invest with Confidence  

Since 1999, Portfolio Solutions® has been a trusted investment management company made up of experienced financial advisors and dedicated portfolio managers for clients nationwide.

We offer Full-Service Wealth Management, Comprehensive Financial Planning, and Investment Guidance services.

We provide financial advice, and we design, implement, and maintain investment portfolios using low-cost, passive investing methods so you, your clients, or your organization keep more of what the global markets offer.

At Portfolio Solutions®, we take pride in serving as a central hub for coordinating all aspects of our clients' financial lives, so that they can focus on what matters most to them.

Please contact us today to talk about your investment needs and how we may help.    GET STARTED 

Path to Becoming a Client

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Introductory Consultation
Introductory Consultation

Investing is personal. During your introductory consultation, we will answer your questions and discuss how our full spectrum of wealth management, financial advisory, and investment guidance services can help you toward achieving your long-term financial goals. When you’re ready, we’ll ask you to provide detailed information so that we can work together to create a financial plan that is right for you. Call us at 800-448-3550 or Get Started here.

Introductory Consultation
Introductory Consultation

Investing is personal. During your introductory consultation, we will answer your questions and discuss how our full spectrum of wealth management, financial advisory, and investment guidance services can help you toward achieving your long-term financial goals. When you’re ready, we’ll ask you to provide detailed information so that we can work together to create a financial plan that is right for you. Call us at 800-448-3550 or Get Started here.

Understanding Your Situation
Understanding Your Situation

During one-on-one phone conversations, a dedicated Financial Advisor will discuss your financial status, needs, and goals so that we can discern how to best serve you. Get Started here.

Develop a Financial Plan
Develop a Financial Plan

Your dedicated Financial Advisor will work with you to create a financial plan and asset allocation strategy that we manage to help you achieve your long-term financial goals. We provide full service Wealth Mangement, Comprehensive Financial Planning, and Investment Guidance service offerings. Get Started here.

Account & Custodial Setup
Account & Custodial Setup

It’s simple. Once you're ready to move forward, we'll prepare all the necessary documents for you to establish your investment accounts at a third party custodian. Get Started here.

Monitor, Manage & Report
Monitor, Manage & Report

We consistently monitor your portfolio and rebalance your assets to reduce risk and keep your investment strategies and goals on track. Your portfolio’s progress is documented in your quarterly reports and online. We’ll check in with you regularly to make sure that your financial plan still aligns with your long-term financial goals.
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Stay On Track
Stay On Track

If your financial status, needs, or goals change, we realign your plan with them. Your dedicated Financial Advisor will keep you on track throughout your financial journey. Get Started here.

$1,400,000,000+ 

UNDER 
MANAGEMENT*

WE ARE: FINANCIAL ADVISORS FOCUSED ON YOUR NEEDS.

Investment decisions require very specific considerations. There is no one-size-fits-all strategy. At Portfolio Solutions®, we know the intricacies of asset allocation, index fund investing, exchange-traded fund management and all the nuances that surround the marketplace. We also know how important it is to listen to your concerns, understand your goals and create a portfolio based upon them. We’re currently helping over 600 clients invest for the future. Learn how we can do the same for you, your clients or your organization.

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WE DO: SENSIBLE SOLUTIONS. 

The root of investment success is a sound philosophy. That’s the basis of creating a winning strategy and the discipline to stick with it. Our philosophy is that the global financial markets provide good returns, and attempts to beat the markets results mostly in lower returns. High fees are one barrier to success, poor investment selection and poor market timing adds to the problem. Finally, tax cost can be a major detriment to return.  We recognize and address all these costs at Portfolio Solutions.

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

-Warren Buffett

YOU GET: LOWER COSTS.

The cost to invest in mutual funds is often couched in terms of expense ratios and commissions. These are important structural costs and certainly worthy of your consideration. However, there are other not so obvious costs that can eat deep into your investment return. Two large costs that are not as obvious as expenses and often difficult to quantify are behavioral cost and tax cost. It’s wise to know what these costs are and how they relate to each other so you can control your total cost.    

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*as of 06/30/2016