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At Portfolio Solutions® we take a team approach in serving our clients. Everyone on our team takes responsibility for the quality of work, success, and happiness of our client relationships.

Our team meets regularly with each client to foster strong relationships, communication, and understanding. Each client’s needs are addressed by a lead Financial Advisor, who collaborates with our multi-disciplinary and experienced in-house team of professionals. Teams learn and share knowledge on the individual characteristics of each client and create a custom client strategy which is designed, implemented, and maintained for each individual.

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