THE PORTFOLIO STRATEGY GROUP, LLC
SEC RegisteredThe Family Behind Your Family
About the firm
Founded in 1990, The Portfolio Strategy Group (PSG) was a pioneer in providing individual investors and their families with an institutional approach to investing. For more than 30 years, PSG has provided individuals and their families with comprehensive financial guidance and investment management. PSG became a Focus Financial Partners firm in 2012.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
PSG offers wealth planning and investment management, including the creation and implementation of comprehensive financial plans, goals-based asset allocation, rigorous investment manager selection and monitoring, tax-efficient portfolio customization, and alternative investments. Services also include collaboration with clients' attorneys, accountants, and other advisors on cash flow, tax minimization, trusts, and legacy and charitable planning strategies.
Who they serve
Individuals, families, retirement plans, foundations, endowments, trusts, and corporations, catering to diverse age groups and multi-generation families.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 46 | $21M |
| High Net Worth Individuals | 359 | $2.0B |
| Pension/Profit Sharing Plans | 2 | $48M |
| Charitable Organizations | 19 | $28M |
| State/Municipal Entities | 13 | — |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $10,000,000 (SMA - Manager Selection) | 0.75% |
| Above $10,000,000 (SMA - Manager Selection) | 0.75% |
| Fixed Income Portfolios | 0.50% |
| Client Funds (Hedge Fund/Pooled Vehicles) | 1.00% |
Data as of March 26, 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. THE PORTFOLIO STRATEGY GROUP, 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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