You are here

About:

Portfolio Solutions® has been offering low-cost passive investment solutions since 1999, and manages more than $1.4 billion* in client investment assets. We provide a full spectrum of wealth management and financial advisory services to our clients, utilizing our low-cost passive investing philosophy.

*AS OF 11/14/2016

Meet the Team

Our mission statement

Portfolio Solutions® helps our clients achieve confidence in meeting their long-term financial goals by providing a full spectrum of wealth management and financial advisory services.

HOW WE HELP YOU INVEST WITH CONFIDENCE:

 
  • We offer multiple wealth management and financial advisory service levels, matched to your comfort level, stage and complexity in financial life
  • We provide a dedicated Financial Advisor and Client Relationship Management team
  • Our team includes in-house Certified Financial Planners, Chartered Financial Analysts, Master’s Degree holders, a CPA, and an attorney/former FBI Special Agent
  • You receive regular reviews and updates regarding your financial situation
  • We provide daily asset allocation monitoring and rebalancing with strategies that minimize trading costs
  • We construct portfolios effectively diversified to spread risk across up to 10 asset classes comprised of more than 31,000 securities
  • You select an independent custodian. Portfolio Solutions® has no access to your investment assets (except for payment of management fees), only trading authority in accordance with your long-term investment strategy. All of your investment assets are held at an independent third party custodian of your choice.
  • We provide account transfer and implementation services
  • We provide a secure online client portal for digital storage of your important documents and daily portfolio tracking & quarterly performance reports
  • We offer tax loss harvesting & tax management services
  • We provide income distribution projections for assets managed by Portfolio Solutions®

WE'RE HERE FOR YOU THROUGH ALL STAGES OF YOUR FINANCIAL JOURNEY

 

Portfolio Solutions At A Glance

Corporate Headquarters

Troy, Michigan

Founded

1999

Total Client Assets Under Management

More than $1.4 billion*

Service Offerings

Wealth Management

Financial Planning

Investment Guidance

Number of Employees

18

SEC Registration

Portfolio Solutions® is registered as an investment advisor with the U.S. Securities and Exchange Commission.  Registration does not imply a certain level of skill or training.

Fast Facts
  • Low-cost investment philosophy, using index funds, that seeks to capture the returns of the entire market (passive investing)
  • Fiduciary standard – Portfolio Solutions® must act in the best interest of its clients at all times as a Registered Investment Advisor (RIA) regulated by the US. Securities and Exchange Commission
  • Years of experience and discipline that comes with working with more than 600 clients and their nearly 2,000 individual investment accounts on a daily basis
Phone

800-448-3550

Mailing Address

900 Wilshire Dr, Suite 200
Troy, MI 48084

*AS OF 11/14/2016