The Portfolio Strategy Group Employee Directory

Financial ServicesNew York, United States11-50 Employees

The Portfolio Strategy Group is an independent wealth management firm that provides custom portfolio management and personalized financial planning guidance for wealthy individuals, families, and institutions. Its services are built on objective, thoughtful, and flexible advice delivered with a high level of personal service to clients across the United States, with fiduciary duties guiding decisions in clients’ best interests. The firm emphasizes asset allocation and open-architecture investing, offering access to diverse investment managers as part of its approach. Based in White Plains, New York, the company has a multi-decade history in the industry, dating back to its founding in New York City in 1990 and later relocation to Westchester in 2003, before joining Focus Financial Partners in 2012. The Portfolio Strategy Group is registered as a Investment Adviser with the Securities and Exchange Commission and manages approximately two billion dollars in client assets.

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