Founded in 1990, The Portfolio Strategy Group (PSG) was a pioneer in providing individual investors like you with an institutional approach to investing. Before that time, only the largest investors utilized separately managed accounts, which offer a number of advantages over mutual funds — heightened transparency, full customization, personal attention, cost-competitive fees and the ability to actively manage taxes.
By bringing these investment strategies to our clients and their families, we are able to actively tailor wealth plans that better reflect their specific values, constraints and priorities. Which may be why, thirty years later, we are proud of our well deserved reputation of being genuinely caring and thoughtful partners.
PSG became a Focus Financial Partners firm in 2012.
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As fiduciaries committed to a higher standard, you come first. Your wealth team provides intelligent and practical solutions to protect and grow your wealth, with uncompromising service.
We care! We dedicate ourselves to building close and enduring relationships, delivering objective advice and helping you reach your goals with peace of mind. We provide transparency so you have the information you need to make informed decisions, and we are here to help.
Our investment universe is unrestricted, which allows us to choose those managers and investments we feel are best for our clients.
We help clients like you address a variety of challenges every day. Whether your questions are financial or non-financial, we will be there to provide you and your family with our caring and thoughtful analysis, input, and advice.
To help you realize your goals, we work closely with your attorney, accountant, and other trusted advisors on issues such as cash flow, tax minimization, trusts, and legacy and charitable planning strategies and more.
as of December 31, 2023.
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