A focused approach

Portfolio Solutions, LLC is a highly disciplined fee-only investment management company. We have no conflict of interest in any investment product, brokerage firm or with any other professional that may refer clients to our company. Our only source of revenue is a low investment management fee that is paid directly by our clients.

The business of Portfolio Solutions is professional portfolio management. We do not offer comprehensive financial planning, estate planning or tax advice, although we do receive many referrals from professionals in those areas. The people who refer to our firm believe it is in their clients’ best interest, and like us, they believe in an unbiased separation between their services and portfolio management services.  Portfolio Solutions does not provide any compensation for professional referrals.

Our Service Commitment

Portfolio Solutions is committed to client service. This includes open communication, operational transparency and prompt replies to questions and inquiries. Clients appreciate our team approach because it ensures communication with the appropriate person who can best answer their question. We invest in the most advanced portfolio management technology to manage accounts at the highest level of productivity, and use advanced communication methods to respond to all client inquires quickly and accurately.