The Next Step

Request Information to Become a Client 

Click here if you are interested in becoming client or represent a person or entity that may be interested. Our clients include individual investors, family estates, pension funds, and nonprofit organizations. The email package sent to you will include detailed information on the steps to becoming a client, starting with an initial questionnaire.

There is no obligation to request more information.  Portfolio Solutions accepts clients from all 50 states and U.S. territories. At this time, we are only accepting clients who are U.S. citizens that live in the U.S. or have a U.S. home mailing address. 

Send an Email for Other Inquires  

For all other inquires, please send an email with comments or questions to info@portfoliosolutions.com 

^{* Portfolio Solutions does not collect a planning fee, consultant fee, or administration fee, nor are those fees added to the portfolio management fee at the request of an independent financial planner, consultant or administrator. Any additional services provided by third parties are separate from Portfolio Solutions services and it is the sole responsibility of those third parties to contract with a client and collect their own fee. Portfolio Solutions does not engage in any pay-to-play referral programs including the direct payment of referral fees, fee sharing arrangements, soft-dollar payments, nor participate in reciprocating referral networks.}