Portfolio Solutions® has been offering low-cost passive investment solutions since 1999, and manages more than $1.5 billion* in client investment assets. We provide a full spectrum of wealth management and financial advisory services to our clients, utilizing our low-cost passive investing philosophy.
OUR MISSION STATEMENT
Portfolio Solutions® helps our clients achieve confidence in meeting their long-term financial goals by providing a full spectrum of wealth management and financial advisory services.
HOW WE HELP YOU INVEST WITH CONFIDENCE:
- We offer multiple wealth management and financial advisory service levels, matched to your comfort level, stage and complexity in financial life
- We provide a dedicated Financial Advisor and Client Relationship Management team
- Our team includes in-house Certified Financial Planners, Chartered Financial Analysts, Master’s Degree holders, a CPA, and an attorney/former FBI Special Agent
- You receive regular reviews and updates regarding your financial situation
- We provide daily asset allocation monitoring and rebalancing with strategies that minimize trading costs
- We construct portfolios effectively diversified to spread risk across up to 10 asset classes comprised of more than 31,000 securities
- You select an independent custodian. Portfolio Solutions® has no access to your investment assets (except for payment of management fees), only trading authority in accordance with your long-term investment strategy. All of your investment assets are held at an independent third party custodian of your choice.
- We provide account transfer and implementation services
- We provide a secure online client portal for digital storage of your important documents and daily portfolio tracking & quarterly performance reports
- We offer tax loss harvesting & tax management services
- We provide income distribution projections for assets managed by Portfolio Solutions®
WE'RE HERE FOR YOU THROUGH ALL STAGES OF YOUR FINANCIAL JOURNEY
PORTFOLIO SOLUTIONS AT A GLANCE
Corporate Headquarters: Troy, Michigan
Total Client Assets Under Management: More than $1.5 billion*
- Wealth Management
- Financial Planning
- Investment Guidance
Number of Employees: 18
SEC Registration: Portfolio Solutions® is registered as an investment advisor with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.
- Low-cost investment philosophy, using index funds, that seeks to capture the returns of the entire market (passive investing)
- Fiduciary standard – Portfolio Solutions® must act in the best interest of its clients at all times as a Registered Investment Advisor (RIA) regulated by the US. Securities and Exchange Commission
- Years of experience and discipline that comes with working with more than 600 clients and their nearly 2,000 individual investment accounts on a daily basis
Mailing Address: 900 Wilshire Dr, Suite 200, Troy, MI 48084