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PSG Adopts Salentica Client Relationship Management System

June 30, 2021

The Portfolio Strategy Group, LLC, (PSG) a $2 billion Registered Investment Advisor in White Plains, New York, is excited to announce the adoption of a new Client Relationship Management (CRM) system managed by SS&C Salentica. The enterprise cloud-based system offers PSG seamless access to client contact information, client portfolios, and work being done on clients’ behalf. Salentica is integrated with Microsoft Outlook and Charles Schwab, allowing PSG staff to efficiently work from one platform while executing various actions on behalf of PSG’s clients.

According to Richard Yoken, Co-Managing Member of The Portfolio Strategy Group, LLC, “Salentica is the CRM best suited to meet the needs of our firm and clients. Ultra-high and high-net-worth clients demand and deserve the highest level of service, which Salentica can facilitate by empowering employees to handle client questions and requests. The investment we are making is consistent with PSG’s practice, in place since 1990, of using the best tools available to offer our clients the transparency and service they have come to expect.”

Ed Scharf, Co-Managing Member of The Portfolio Strategy Group, LLC, added, “Salentica enables PSG to grow in a multitude of ways. Working remotely or from satellite offices is seamless using the cutting edge CRM technology.  Growing a prospective client pipeline is fully integrated as part of the Salentica system, and having the most up to date technology makes PSG a more desirable suiter for firms we could potentially acquire.”

PSG deeply values client privacy and security, and Salentica’s security protocols are among the highest of any CRM in the business. PSG’s Chief Compliance Officer, Atiya Leary, said, “Salentica met all the high standards in place for securing highly sensitive client data. Security for all financial firms is of the highest priority, and Salentica complements and enhances our rigorous efforts to be as secure as possible.”

About The Portfolio Strategy Group, LLC

The Portfolio Strategy Group, LLC is an independently managed financial advisory firm headquartered in White Plains, NY. PSG was founded in 1990 by Richard Yoken to provide institutional level investment advice and services to high-net-worth clientele. For 30 years, the 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 nationwide. For more information about PSG, please visit

The Portfolio Strategy Group, LLC, is wholly owned by Focus Financial (NYSE: FOCS).

Investor and Media Contact:
Jacques E. Boubli, CFP®
Vice President