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At Portfolio Solutions® we make it simple and easy for you to transition your existing portfolio to Portfolio Solutions®. In the case of transitioning taxable accounts with low-cost basis holdings, we will work with you to create a Custom Transition Plan that will help us to balance having a customized portfolio with the reality of having to incur taxable capital gains.

Here are some ways we help you achieve a smooth transition:

  • First we listen to your needs to get an accurate picture of your life planning goals.
  • Then we collect information on all of your investment records to ensure a holistic transition plan that includes all of your assets.
  • We will do the work for you. Let us request the funds and transition investment accounts from your former firm.
  • Ask us any questions you have and we will create a strategy for your financial future with us.
  • We have multiple advisors trained in the transition process to make it simple and stress free.
  • You have access to us at any time during your transition and in many ways. Meet with us in our offices, on the phone, through email, or videoconference.

Call us today to transition to Portfolio Solutions®.

 

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