Value

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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 to individual client needs and delivered by our team of experienced professionals. The Chartered Financial Analyst® (CFA®) designation and the CERTIFIED FINANCIAL PLANNER™ professional (CFP®) are among the most widely-respected credentials in our industry and are held by our team directly serving clients.

 

Portfolio Solutions® is a long-term, strategic investment manager. We follow the tenets of Modern Portfolio Theory. We believe that global diversification offers the best protection against risk and that investment markets are efficient over the long-term. We do not believe it makes economic sense to attempt to time or outperform investment markets. Rather, we seek broad-based exposure to desired asset classes by investing in low-cost index funds.  

 

We are an independent firm and do not receive commissions. We earn fees only as a percentage of the assets placed under our management. All client assets are held by an independent qualified custodian and cannot be accessed by Portfolio Solutions® beyond securities trading and payment of our quarterly management fee.

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