How Can We Serve You?

Service

At Portfolio Solutions ® we believe in exceptional client service. Recognizing that no two clients are alike, we take the time to listen — and to understand — your particular circumstances, goals, and aspirations. This understanding serves as the basis from which we develop an integrated plan that w...

Trust

We believe that trust is the most important factor in any relationship. We are an independent Registered Investment Adviser, registered with and regulated by the U.S. Securities and Exchange Commission, and held to a “ fiduciary standard ”. As such, we always place the interests and welfare of our c...

Value

At Portfolio Solutions ® , we believe we offer an unparalleled value proposition for clients which combines our wealth planning and investment guidance services, our investment philosophy, and our low fees. We offer comprehensive wealth planning and investment management services that are tailored t...
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$1.5 Billion | UNDER MANAGEMENT*

EXPERIENCE

Founded in 1999, we serve more than 600 clients with $1.5 billion in assets under management*

TEAM APPROACH

Every member of our firm makes it their top priority to serve our clients.

TRANSPARENCY

We are an independent firm and do not receive commissions.  

INSTITUTIONAL CAPABILITITIES

While not so large as to lose our personal touch, we have enough scale to employ the industry’s top technology platforms.

FOCUS ON CYBERSECURITY

Security and safeguarding client data are at the forefront of everything we do.