Welcome to The Portfolio Strategy Group

Choosing the right investment firm is one of the most important decisions you will ever make. You need a firm that is experienced and focused on your financial goals and has a comprehensive view of your financial life – not just worried about choosing the right stocks. The firm must provide successful results, particularly when guiding clients through difficult market environments. This is what The Portfolio Strategy Group provides its clients.

The Portfolio Strategy Group is a leading independent wealth management firm and one of the most experienced. Our firm was founded over twenty years ago and our five investment professionals have over 120 years of investment experience.  While we are very knowledgeable about financial planning issues, what sets us apart from other wealth managers is our investment expertise.  We provide asset allocation driven investment services to individuals and their families in the $2 to $25+ million range.

PSG was founded in New York City in 1990 at a time when investment consulting and the open architecture approach to investing was only available to large institutions and the wealthiest families. Richard Yoken, PSG’s founder, recognized these services could be provided to a larger group of investors and was one of the first to pioneer this approach of investing to high net worth individuals. In 2003, PSG moved to White Plains, New York but continued the high energy mind set of Manhattan investment professionals.

PSG recognizes that all individual’s circumstances are unique and we tailor each investment program to meet specific goals and objectives and risk tolerance. We have no cookie cutter, off-the-shelf solutions.

We believe that building trust and confidence is key to a successful long term relationship. All clients are provided with a comprehensive report each quarter detailing historical investment results and commentary. We also meet with clients regularly to keep lines of communication open and to review the clients’ current financial situation to see if the investment plan should be changed.

The Portfolio Strategy Group is a Registered Investment Advisor with the Securities and Exchange Commission.

The Portfolio Strategy Group in the News

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