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Legal disclosures
DISCLOSURE DOCUMENTS
Portfolio Solutions, LLC Form ADV Part I
Form ADV Part I is a U.S. Securities and Exchange Commission (SEC) filing that provides the basic business structure of Portfolio Solutions and explains how we are legally registered. Form ADV Part I can be printed from the SEC website.
Portfolio Solutions Form ADV Part II
Form ADV Part II is second SEC filing that provides details of the services we offer as well as the backgrounds of principals. It also includes a narrative of our fees, how we conduct business, and any business interests we are engaged in. Form ADV Part II can be printed from this website.
Portfolio Solutions adheres to strict principals of client privacy. It is an SEC requirement to provide clients with an annual statement of privacy that outlines our policies and restrictions on the issues. This file can be printed.
Portfolio Solutions is registered and regulated by the U.S. Securities and Exchange Commission (SEC). The SEC requires that all clients and potential clients have access upon request a copy of Form ADV Part II that outlines important information about Portfolio Solutions, business methods, fees, professional qualifications and all other pertinent business information.









