The Next Step

Request an Email Information Package

Portfolio Solutions accepts clients from 50 states. Clients include individual investors, pension funds and non-profit organizations.

Individuals and other direct investors click here to request an Email Information Package. The package includes detailed steps to becoming a client.

Financial Planners and Consultants

Many clients hire a fee-only financial planner or consultant who assists them with their investment manager selection.* Please have your planner or consultant contact us directly for an Advisor Package. 

Planners and consultants click here for an Email Advisor Package.

Send a Direct Email  

Please email any comments, special requests or questions to info@portfoliosolutions.com.

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