The Portfolio Strategy Group

The Portfolio Strategy Group is a leading independent wealth management firm. For over 30 years, our team of highly experienced investment professionals has provided custom portfolio management and personalized guidance on a broad range of financial planning issues for wealthy individuals, families and institutions. We offer objective, thoughtful and intelligent advice with the highest level of personal service, attention and flexibility to clients nationwide. We manage roughly $2 billion in client assets.

The Portfolio Strategy Group was founded in New York City in 1990. We were pioneers, offering affluent individuals and families asset allocation services and an open architecture approach to investing that provided access to best-in-class investment managers at a time when this service was primarily available to only the largest institutional investors. We are and have always been a fiduciary, putting our clients’ interests first every day.

In 2003, The Portfolio Strategy Group moved to Westchester but continued the high energy mind set of Manhattan investment professionals. In 2012, we joined Focus Financial Partners, a leading partnership of independent, fiduciary wealth management firms.

The Portfolio Strategy Group is a Registered Investment Advisor with the Securities and Exchange Commission.