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The Portfolio Strategy Group

EST. AUM
$2,384,964,492

CONTACTS
7

CLIENT ACCOUNTS
442

Firm Details

Metro area New York City
CRD Number 166593
Website psgwealth.com
Client types

Overview

The Portfolio Strategy Group (PSG), founded in 1990 and headquartered in White Plains, New York, is an independent, fiduciary wealth management firm that provides customized financial planning and investment advisory services to individuals, families, trusts, foundations, and corporations. The firm is recognized for its disciplined investment process, which emphasizes transparency, risk management, and tax efficiency. PSG pioneered the use of institutional-quality separately managed accounts for private clients and maintains a highly personalized approach to client service. The firm conducts independent due diligence on third-party managers and allocates client capital accordingly. PSG does invest with outside fund managers.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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