Portfolio Strategies, Inc. Employee Directory

Financial ServicesWashington, United States11-50 Employees

Many investors today feel caught between a rock and a hard place. They want the security that fixed-rate investments can offer, yet still seek the potential high performance of equities. If a portfolio is left to depend upon an unmanaged buy-and-hold strategy, its value is at the mercy of the market.

• Portfolio Strategies offers a managed alternative to buy-and-hold 
• Client accounts are actively managed and monitored on a daily basis 
• The manner in which our programs approach risk management is what gives each its own, independent character.

We encourage your interest and welcome the opportunity to discuss the importance of active, professional money management with you, as it applies to your own investment objectives. Please address this with your account representative or call us directly at (253) 383-1676 or (800) 959-2001.

Find Portfolio Strategies, Inc. employees' phone numbers or email addresses

Portfolio Strategies, Inc. Global Highlights

Location
Employees

North America
24

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  • Canada
    16
  • United States Of America
    8

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Portfolio Strategies, Inc.'s Leadership

  • Stylized image of a person
    P. K.
    President
    Phone icon
  • Stylized image of a person
    D. C.
    Branch Manager
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  • Stylized image of a person
    D. S.
    Senior Financial Advisor
    Phone icon
  • Stylized image of a person
    D. W.
    Mutual Fund Representative
    Phone icon
  • Stylized image of a person
    I. P.
    Compliance Officer
    Phone icon
  • Stylized image of a person
    C. R.
    Front Office Admin
    Phone icon

Portfolio Strategies, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business
  • Business Development
  • Consultant
  • Other

Contact profiles from Portfolio Strategies, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. K.
    President
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    D. C.
    Branch Manager
    Phone icon
    CanadaManitoba
    Nov 11, 2025
  • Stylized image of a person
    D. S.
    Senior Financial Advisor
    Phone icon
    CanadaOntario
    Mar 05, 2026
  • Stylized image of a person
    D. W.
    Mutual Fund Representative
    Phone icon
    CanadaAlberta
    Feb 24, 2024
  • Stylized image of a person
    I. P.
    Compliance Officer
    Phone icon
    CanadaAlberta
    Feb 26, 2024
  • Stylized image of a person
    C. R.
    Front Office Admin
    Phone icon
    CanadaAlberta
    Feb 18, 2026

Frequently Asked Questions

What is Portfolio Strategies, Inc. known for?

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Portfolio Strategies, Inc. was founded in 1982 operates in the Financial Services industry. The company's main headquarters is located in 621 Pacific Avenue Suite 15 Tacoma, Washington United States; you can contact the main corporate office by phone at . Explore Portfolio Strategies, Inc.'s company overview page for more information.

What is Portfolio Strategies, Inc.'s most common email format?

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Portfolio Strategies, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Portfolio Strategies, Inc. email formats with LeadIQ.

How many employees does Portfolio Strategies, Inc. have currently?

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Portfolio Strategies, Inc. has approximately 29 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Portfolio Strategies, Inc.'s key employees and leadership?

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As of February 2026, Portfolio Strategies, Inc.'s key employees include:

  • President: P. K.
  • Branch Manager: D. C.
  • Senior Financial Advisor: D. S.
  • Mutual Fund Representative: D. W.
  • Compliance Officer: I. P.

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