Portfolio Design LABS, LLC
SEC RegisteredBoutique investment management firm. Cutting-edge investment solutions.
About the firm
Portfolio Design Labs is a boutique investment management firm providing cutting-edge investment solutions exclusively for financial advisors. Their mission is to help advisors create elevated investment experiences that enhance the investor journey and tackle clients' desired outcomes in a meaningful, explainable way. They are a team of industry veterans with deep experience supporting advisors across diverse niches, practice sizes, and investment philosophies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio Design Labs offers three types of investment solutions: Dynamic Wealth Management (holistic, dynamic portfolio management based on individual goals, objectives, time horizon, and risk tolerance); Thematic Capital Management (focused thematic- and style-based separately managed accounts); and Direct Index Strategies (portfolios of individual equities and bond funds benchmarked to well-known indices or managed similarly to popular actively-managed funds and ETFs).
Who they serve
Financial advisors and their clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 249 | $220M |
| High Net Worth Individuals | 97 | $327M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 9 | $13M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Portfolio Design LABS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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