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 06/30/2016
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 27,000 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
|Total Client Assets Under Management||
More than $1.4 billion*
|Number of Employees||
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.
900 Wilshire Dr, Suite 200
*AS OF 06/30/2016