A focused approach

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

The business of Portfolio Solutions is portfolio management. Although we do not offer comprehensive financial planning, estate planning or tax advice, we do receive many referrals from professionals in those areas.  The professionals who refer to our firm do so because they believe it is in their clients’ best interest, and they also believe in the complete and unbiased separation between their services and portfolio management services.  Portfolio Solutions does not pay any type of compensation to other professionals for referrals.

Our Service Commitment

Portfolio Solutions is committed to personal client service. That includes open communication, operational transparency and prompt replies to questions and inquiries. Clients appreciate our team approach, which ensures communication with the appropriate person that can best answer their questions and ensure the receipt of timely and accurate information. We use the most up-to-date portfolio management technology systems to manage portfolios at the highest level of productivity and advanced communication methods to respond to client needs quickly and accurately.