Portfolio Solutions Fast Facts

Name: Portfolio Solutions, LLC

Principals: CEO, Richard Ferri, CFA; President, Scott Salaske

Headquarters: Troy, Michigan

Year Founded: 1999

Business: An low-fee investment advisor that specializes in asset allocation using index funds and exchange traded funds (ETFs).

Fee for Services: Annual fee of 0.25% per year based on the assets under management.

Clients: Individuals, families, non-profit and small businesses. Nearly 500 clients across the United States.

Assets Under Management: Over $800 million as of December 2007

Media Contacts: (248) 689-1550 or media@portfoliosolutions.com

Disclaimer

This web-site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web-site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this web-site should be interpreted to state or imply that past results are an indication of future performance. Neither we or our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEB-SITE.