Many people are not familiar with investments and finance. They find it difficult to know both the questions to ask and how to interpret the answers they receive. We hope this section will help you with this.
What are you most proud of as a firm?
We are most proud of our unwavering commitment to our clients. This can be seen throughout our firm, from the highest level of client service to our performance.
What are all the sources of your firm’s revenue (i.e. who are you beholden to)?
Each client pays us a fee based on the assets we are managing for them. That is our firm’s only source of revenue. Our fees are reasonable and fully disclosed to each client. Transparency is one of the hallmarks of The Portfolio Strategy Group. Our first responsibility is to our clients.
We do not receive commissions for making trades.
We never take a fee for referring a client to another professional.
We never participate in any sales contests or award programs creating incentives to favor particular vendors.
We do not earn fees for recommending clients to private funds or other investments.
More information about us is described in our Form CRS.
What are your views on Bitcoin, cryptocurrencies and blockchain technology?
The hottest speculative craze in the market recently has been the trading of Bitcoins, and the whole subject of cryptocurrencies is very controversial. We remain skeptical of Bitcoin as an enduring asset and store of value. Please see our fourth quarter commentary for more details, as well as our views on the markets moving forward.