Chairman and Chief Executive Officer
To Our Valued Clients & Prospective Clients:
You're at the right place with Portfolio Solutions®! We welcome the opportunity to speak with you to learn how we can help. Our goal is to develop deep relationships with our clients and to bring them proactive advice and guidance.
We feel that our clients are "at the right place” for wealth planning and portfolio management needs, and are proud that Portfolio Solutions® can provide you with:
- The right investment philosophy – index investing
- The right price - keeping all of your costs (taxes, advice, portfolio management, fund fees, trading) to a minimum
- The right focus - your best interests, we are your fiduciaries
- The right capabilities – wealth planning, portfolio management, a six-person investment committee, state-of-the-art technology and cybersecurity
- The right team - experienced CFPs® & CFAs, serving more than 600 clients nationally*
- The right communication – in-person meetings, videoconferencing, new enhanced PS Client Portal, mobile apps for smart phone and tablet access to your account information, and more
- The right services & advice - highly customized advice and portfolio management to meet your individual needs
- The right discipline - daily monitoring, rebalancing, and management of your portfolio, including executing on your tax-loss harvesting, required minimum distribution (RMD), and cash flow and liquidity needs
We Are Different.
Servant Leadership is what we call our singular focus on serving you. We use a team approach, and our credentialed investment professionals work on your behalf as your fiduciary. We listen as you share your personal goals and fears and allow us to guide you on your life's journey as a trusted resource. You are unique, and we map out your personal financial plan, using a holistic approach, to custom-tailor a solution that makes sense for you and your family. We believe there is simply no substitute for having a relationship with a team of trusted advisors who know you personally and always put your best interests first.
With Sincere Gratitude,
*We currently have the privilege of serving more than 600 clients in 44 states and the District of Columbia, and manage $1.45 billion of their investment assets (as of 1/1/2021).