Skip to main content
menu
  • About Us
    • Our Team
    • Letter From The Chairman & CEO
    • Servant Leadership
    • Your Transition To Portfolio Solutions®
  • What Makes Us Different
    • The right capabilities
    • The right focus - Your best interests
    • The right investment philosophy
    • The right team
    • The right communication
    • The right discipline
    • The right services and advice
  • Services
    • Our Services
    • Wealth Planning
    • Investment Guidance
  • Investing
    • Investment Philosophy
    • Index Investing
    • Investment Committee
  • Learn
    • PS Perspectives
    • Media Mentions
    • eBooks
  • Contact
    • Ready to get started?
    • Resources
    • FAQ
    • Refer a Friend or Family Member
  • Client Portal Login
  • Value

eBooks

We've written a number of eBooks to help you learn from more than 20 years of our experience working with clients. Check back periodically, as we're always updating and adding to our eBook library.

A Primer on Index Investing 

Living Off Your Investment Portfolio

Lower Your Taxes by Helping Others with Charitable Giving

 

 

NOT CURRENTLY A CLIENT? GET STARTED TODAY!

The Financial Team at Portfolio Solutions® is ready to listen and learn more about you. Schedule a phone meeting by filling out this form. You’ll instantly receive an email linking you to the calendar of a Financial Advisor. Just select a date and time that is convenient for you.

LET'S TALK

READY TO REFER A FRIEND, FAMILY MEMBER OR COLLEAGUE?

We grow by referrals - thank you for the trust you place in Portfolio Solutions®. As a fiduciary, we always act in the best interests of our clients and look forward to learning how we may help those you care about the most.

REFER A CLIENT

Founded in 1999, we serve more than 600 clients with $1.5 billion in assets under management*, including high net worth families, trusts, and non-profit organizations throughout the United States.

*as of 1/1/2021

  • Privacy Policy & Legal
  • Sitemap
  • Careers
  • Contact Us
  • Form CRS

Contact Us

Portfolio Solutions
900 Wilshire Drive
Suite 200
Troy, MI 48084

800.448.3550
248.689.1550

Quick Links

All Blogs
All Videos

 

© 2021 Portfolio Solutions All rights reserved.