The Portfolio Strategy Group is thrilled to announce that we have been named one of America’s top Registered Investment Advisor (RIA) firms in America by Forbes in their 2023 survey. We are very proud of this recognition! This is yet another chance to thank both our extraordinary clients for their continued loyalty and our superb PSG team for their dedication and hard work.
Our clients often refer to us as “the family behind their family” which we take as a very special compliment. Thank you to our clients and their families for their continued trust in our family. We remain committed to providing the highest level of service, reliability and integrity.
If we can help you and your family with any aspect of your financial life, including financial planning, please reach out to our office.
The 2023 Forbes/SHOOK Top RIA list consists of 250 firms collectively managing over $1.1 trillion in assets. SHOOK received more than 42,600 nominations and ranked firms by an algorithm based on qualitative and quantitative factors. By looking at compliance records, revenue trends, best practices and client service, the list was narrowed down to 250 firms. If you would like to learn more about the Forbes methodology and the full list of firms recognized, please click here.