We value sharing the knowledge and experience of our team. See below for Portfolio Solutions® as featured in the media:

 

 

 

Being a virtual RIA benefits our clients because our low overhead means we focus our capital on hiring a more sophisticated, experienced, and credentialed team to better serve our clients.
 
Our Chairman & CEO, 
James S. Gladney, shared our philosophy on the future of an advisor's office in Ryan W. Neal's latest cover story for Financial Planning.

 

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Timing decisions and emotions can be an obstacle to a client’s investment success. Our Investment Committee Chairman and Director of Investor Education Don Bennyhoff shares a strategy that will keep clients’ financial plans afloat.

 

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You already know the importance of ZOOM, your CRM, and an integrated tech stack, but there are more tech tools behind our success as a virtual RIA. Our Chairman & CEO, James Gladney, shares his 5 under-the-radar tech solutions in Financial Advisor magazine.

 

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Don Bennyhoff, Investment Committee Chairman & Director of Investor Education, serving on the Investment Leadership panel at the Advisory and Investments Summit

 

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The 20 ETFs with the biggest 15-year inflows net $809B in AUM

 

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How has index investing evolved over the past 25 years? Our investment committee chairman and director of investor education Don-Bennyhoff shares his take along with other markets experts in this ETF story. 

 

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When asked about his favorite low-cost index fund by U.S. News & World Report, Don-Bennyhoff, our Investment Committee Chairman and Director of Investor Education, says look no further than VTI. "If Leonardo da Vinci was right and 'simplicity is the ultimate sophistication,' then the Vanguard Total Stock Market ETF should be considered one of the most sophisticated investments offered."

 

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"...$1.5bn Michigan RIA hires execs..."

 

 

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Portfolio Solutions® Appoints Don Bennyhoff as Investment Committee Chairman and Director of Investor Education; Annette VanderLinde Named Chief Client Officer

 

 

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James S. Gladney, Chairman & CEO, Portfolio Solutions® was noted by ThinkAdvisor for his expertise on continuing remote work after the COVID-19 pandemic. "Our employees are happier, more productive, and have more teamwork."

*Portfolio Solutions® serves more than 600 clients with $1.45 billion in assets under management as of 1/1/2020.

 

 

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BlueStar Senior Veterans Foundation Announces its Founding Donation Made by Jim Gladney and Missy Gladney

 

 

 

 

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ETF Picks For A Retiree 

 

 

 

 

 

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Press Release: Portfolio Solutions and SS&C Expand Partnership with Salentica Data Broker

Blog: Client Spotlight: Portfolio Solutions Contributes to Innovation

Quote: James S. Gladney on Black Diamond Wealth Platform