The Portfolio Strategy Group is a leading independent wealth management firm. For over 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 roughly $2 billion in client assets.
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 best-in-class investment managers at a time when this service was primarily available to only the largest institutional investors. We are and have always been a fiduciary, 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, fiduciary wealth management firms.
The Portfolio Strategy Group is a Registered Investment Advisor with the Securities and Exchange Commission.
Company Details
- Employees
- 16
- Founded
- -
- Address
- 50 Main St,
- Phone
- 914-328-6660
- in****@****oup.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- portfoliostrategygroup.com
- Keywords
- White Plains.
- HQ
- White Plains, NY
The Portfolio Strategy Group Questions
The Portfolio Strategy Group's helpline number is 914-328-6660
The Portfolio Strategy Group's website is portfoliostrategygroup.com
The Portfolio Strategy Group's LinkedIn profile is https://www.linkedin.com/company/the-portfolio-strategy-group
The Portfolio Strategy Group has
16 employees.
View email and phone details for 16
employees at The Portfolio Strategy Group.
The Portfolio Strategy Group's industry is
Financial Services
The Portfolio Strategy Group's top competitors are
Wealthspire Advisors,
Bbr Partners,
Adit Ventures,
Gratus Capital,
Bordeaux Wealth Advisors,
Rockefeller Capital Management,
Williams Investment Group,
Silvercrest Asset Management,
Select Family Office,
Hollow Brook Wealth Management Llc.
The Portfolio Strategy Group's support email address is info@portfoliostrategygroup.com
The Portfolio Strategy Group's categories are Financial Services
The Portfolio Strategy Group's founding year is 1990
