The Portfolio Strategy Group is a leading independent wealth management firm. For nearly 30 years, our team of highly experienced investment professionals has provided custom portfolio management and personalized guidance on a broad range of financial planning issues for wealthy individuals, families and institutions. We offer objective, thoughtful and intelligent advice with the highest level of personal service, attention and flexibility to clients nationwide. We manage about $2.3 billion in client assets. More information about us is described in our Customer Relationship Summary.
Our History
The Portfolio Strategy Group was founded in New York City in 1990. We were pioneers, offering affluent individuals and families asset allocation services and an open architecture approach to investing that provided access to top-tier, independent equity investment managers. At that time, this service was primarily available to the largest institutional investors. We have always held ourselves to a fiduciary standard, putting our clients’ interests first every day.
In 2003, The Portfolio Strategy Group moved to Westchester but continued the high energy mind set of Manhattan investment professionals. In 2012, we joined Focus Financial Partners, a leading partnership of independent wealth management firms.
The Portfolio Strategy Group is a Registered Investment Advisor with the Securities and Exchange Commission.*
Our Approach
Most investors fear the loss of capital and dislike volatility. Our goal is to achieve each client’s unique objectives while minimizing risk. The Portfolio Strategy Group has provided access to top-tier independent investment managers for nearly 30 years. We focus on being tax efficient so our clients keep more of their money. We coordinate with their accountants and lawyers to develop financial plans. We also provide guidance in a broad range of financial planning areas, helping clients make better decisions regarding their retirement, legacy and charitable giving, to name a few.
What Sets Us Apart
What sets us apart from other wealth managers is our investment expertise. We are a team of seasoned investment professionals obsessed with understanding and managing risk and providing the highest level of service to our clients. We are results driven and provide complete transparency so our clients always know how their portfolios are performing and why. Our only source of revenue is the fees our clients pay us, which helps us avoid conflicts of interest which undermine many other firms.
*SEC Registration does not constitute an endorsement of the firm by the Commission.