About Portfolio Solutions

Portfolio Solutions, LLC is a low fee investment advisor founded in 1999. Our mission is to bring high quality, low-cost investment management services to individual investors and small institutions across the country. The firm is registered and regulated by the U.S. Securities and Exchange Commission (SEC).  Portfolio Solutions is authorized to conduct business in 50 states and in all U.S. territories.

Portfolio Solutions is a leader in the advancement and implementation of low-cost indexing strategies. We take pride in the independent research we conduct into this growing area. Our books and research is widely referenced in college classrooms, the media, and on the Internet, and our ongoing commitment to top-level participation in the investment industry are unquestioned.

Fees matter! That includes investment advisor fees. The more you pay your advisor, the less you will earn in return. The advice marketplace for individual investors and small institutions is dominated by high cost brokerage firms and insurance companies that sell commission products, and fee-only investment advisors that charge 1% per year or more of assets under management. Those are costly options.

Astute investors seek a cost effective investment advisor and Portfolio Solutions is the alternative to the high cost structure of the investment advice industry. Mostly through word of mouth, Portfolio Solutions has grown steadily since inception from a few local clients in 1999 to nearly 500 clients nationwide in 2009. Clients include individual investors, family estates, endowments, foundations, and small to medium size business pension plans.  

Contact us today to learn how you can benefit from low-cost portfolio management.