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Investment Guidance

Portfolio Solutions® has provided investors index investment management solutions since 1999. We've now grown to more than $1.5 billion* in client investment assets under management.

At Portfolio Solutions®, our mission is to help secure your financial future by providing more for less. We want to help you achieve confidence in meeting your financial goals with our low-cost investment strategies and our dedicated portfolio management services.

We believe in the power of human connection. That’s why we’re proud to provide Investment Guidance service offerings that include a Financial Advisor and Client Relationship Manager dedicated to you. With this service, you get the best of both worlds: the low cost of passive index investing strategies and the guidance of an experienced advisor.

Having an experienced Financial Advisor working with you through all stages of market cycles will help you stay disciplined and focused on your long-term financial goals, even when your emotions tempt you to react to short-term market conditions.

At Portfolio Solutions®, we take pride in assisting you with every aspect of your financial life, freeing you to focus on what matters most to you. If you have any questions regarding your existing or our new service options please call 800-448-3550 or email us at

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*As of 6/30/18