Sharing Our Expertise

Portfolio Solutions® |

Portfolio Solutions® was honored this month to be invited as a presenter at IMPACT 20191 in San Diego, CA. Our Chairman & CEO James S. Gladney provided keynote remarks, sharing our expertise in creating a better client experience using (in part) technology. Mr. Gladney spoke to attendees seeking to learn about how technology can create value for clients of independent advisory firms like Portfolio Solutions®, who also serve as fiduciaries to their clients.

Mr. Gladney explained how Portfolio Solutions® collaborates with its technology providers to provide increasing value for its clients over time without raising their advisory fees. Strategies discussed included a focus on the firm-wide adoption of technology which enables teamwork and collaboration, ultimately supporting effective analysis and decision making for clients. Benefits of this approach for clients of Portfolio Solutions® have included:

  • A single source of information for both our advisory team and clients, creating a better client experience and greater team efficiency
  • Enhanced regulatory compliance, confidentiality, and cybersecurity
  • Increased accuracy, visibility, and transparency for clients and teammates across all data sets

 

While technology itself plays an important part of the Portfolio Solutions® client experience, Mr. Gladney also noted that using it to develop personal relationships with them is one of our highest priorities. "We have more than 600 clients in 44 states2 who are served by our advisors and team located in Troy, Michigan. Using technology such as videoconferencing, screen sharing and an online client portal with secure document vault are ways we connect remotely while providing a very personal client experience" stated Mr. Gladney.

To learn more, please don’t hesitate to contact us by calling (248) 689-1550. Not a current client, but ready to get started? Click here to schedule a phone consultation to learn more about Portfolio Solutions® and how we can serve you!

 

1 IMPACT 2019 is sponsored by Schwab Advisor Services™, part of Charles Schwab & Co., Inc. ("Schwab”) IMPACT® 2019 is the largest and longest-running annual gathering of independent advisors in the nation according to Schwab. Independent investment advisors, such as Portfolio Solutions®, are not owned by, affiliated with, or supervised by Schwab. Charles Schwab Advisor Services®  serves independent investment advisors such as Portfolio Solutions® and includes the custody, trading, and support services of Schwab.

2 As of October 31, 2019.

Portfolio Solutions® does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. All information presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. This information is distributed for education purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, product, or service, nor should it be construed as tax or legal advice. All information presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. This information is distributed for education purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, product, or service, nor should it be construed as tax or legal advice. Please click here to see our blog disclosure, which immediately follows the “Applicable Law and Venue” section.