Welcome! The Portfolio Strategy Group, LLC is a SEC registered investment adviser located in White Plains, NY. Thank you for visiting our web site www.portfoliostrategygroup.com (the “Site”).

Please review the following Terms of Use (“Terms of Use”) before continuing on the Site. These Terms of Use constitute a legal document that governs your use of the Site and any material contained therein. By using the Site, you agree to and accept these Terms of Use. 

We may, at any time, modify, change or add to these Terms of Use, and your continued use of the Site following the posting of any modification, change or addition signifies your acceptance of same.

Privacy Statement

Please review our Privacy Statement to better understand our privacy practices that also govern your visit to the Site.

Ownership of the Site

The Site and all of its contents (including, but not limited to, text, graphics, audio clips, logos, buttons, images, downloads, etc.), as well as all copyright, trademark and other rights therein, are owned by The Portfolio Strategy Group or its third-party information providers and are protected by United States and international intellectual property laws.

Your Right to Use the Site

You have a limited, non-transferable right to access, view, store, bookmark, download and print pages of the Site solely for your personal, non-commercial purposes.  Note if you copy any materials from the Site, you must not remove any copyright or other proprietary notices from such copies.

You may not place a link to the Site on any other web site or frame the Site within another web site without PSG’s express, written permission. Also, you may not interfere or attempt to interfere with the proper operation of the Site, including through the use of any device, software or routine, or access or attempt to gain access to any data, files or passwords related to the Site through hacking, password mining or any other means.

You may not make any use of the Site other than as permitted by these Terms of Use.

Links to Third-Party Web Sites

The Site may contain links to various third-party web sites.  Any such links are provided for your convenience only. We do not have any control over the companies that provide or operate those web sites, and we are not responsible for their practices (including, but not limited to, their privacy practices). We do not make any representations with respect to the contents of any third-party sites or any products, services or information offered on those sites.

Disclaimer of Warranty

We are providing access to the Site and its contents as a convenience to you. The Site and its contents are provided “AS IS.”

The data, information, and content on the Site are for informational, educational, and non-commercial purposes only. Although The Portfolio Strategy Group may provide financial, tax, estate and other wealth management related content and topics, you should not construe any such information as tax, legal, or investment advice. All illustrations are for informational purposes only, and returns that may be referenced are based on past performance and in no way represent a guarantee of future results.

The information resulting from the use of tools or other information on this Site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from The Portfolio Strategy Group.  You acknowledge and agree that The Portfolio Strategy Group is not acting in any fiduciary capacity, nor is any fiduciary relationship created as a result of your use of, or access to, the Site.  Any subsequent, direct communication from The Portfolio Strategy Group with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of The Portfolio Strategy Group, please contact the United States Securities and Exchange Commission on their website at www.adviserinfo.sec.gov.

All Site content is presented only as of the date published or indicated, and may be superseded by subsequent market events or for other reasons. We assume no responsibility for the timeliness, accuracy, or truthfulness of Site content derived from unaffiliated third-party sources. We reserve the right to revise the Site or withdraw access to the Site at any time. 

Limitation of Liability

Under no circumstances shall The Portfolio Strategy Group or any of its Members, Managers, Principals, Officers, Directors, Employees, Attorneys, Advisors, Affiliates, Agents, Suppliers or Successors be liable to any person for any direct, special, incidental, punitive, indirect or consequential damages. 

Neither The Portfolio Strategy Group nor its suppliers make any warranty of any kind with respect to the Site, either Express or Implied, including, but not limited to, the Implied Warranties of Merchantability, Fitness for a Particular Purpose, Non-Infringement or any warranties arising from a Course of Performance, a Course of Dealing or Trade Usage.

Governing Law and Jurisdiction

These Terms of Use, and all matters arising, directly or indirectly, from your access to or other use of the Site shall be governed by and construed in accordance with the laws of the State  of New York, without regard to conflict of laws rules.

Terminology and Other References

Registration with the Securities and Exchange Commission (“SEC”) does not imply that the SEC has endorsed or approved the qualifications of The Portfolio Strategy Group or its respective representatives to provide any advisory services described on the Site. Data and/or statistics included on the Site, including references to certain levels of assets under management, are based upon information reasonably available as of the date(s) then-published. Information has been obtained from sources that we believe to be reliable, but these sources cannot be guaranteed as to their accuracy or completeness. No implication shall be created that the information contained on the Site is correct, including as of any time subsequent to the publish date, and The Portfolio Strategy Group does not undertake an obligation to update such information at any time after such date.

In these Terms of Use, the words “you” and “your” refer to you, the person(s) or entity identified as accessing and using the site.  “The Portfolio Strategy Group,” “we,” “us” and “our” refer to The Portfolio Strategy Group, LLC (“PSG”).  The Portfolio Strategy Group is part of the Focus Financial Partners, LLC (“Focus”) partnership. As such, PSG is a wholly-owned subsidiary of Focus Operating, LLC (“Focus Operating”), which is a wholly-owned subsidiary of Focus. Investment vehicles affiliated with Stone Point Capital LLC (“Stone Point”) and Kohlberg Kravis Roberts & Co. L.P. (“KKR”) each made an investment in Focus.  Because PSG is an indirect, wholly-owned subsidiary of Focus, the Stone Point and KKR investment vehicles are indirect owners of PSG. For the purposes of these Terms of Use, Focus Operating and Focus are “affiliates” of The Portfolio Strategy Group.