A better approach to investing
An intelligent, logical, disciplined system for investment management
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Why Portfolio Strategies
While the owners of every business want the business to prosper, our credo at Portfolio Strategies is that the purpose of the business, as a business, is to satisfy our clients.
Performing the functions of the business --- investment management --- with a strong desire to achieve excellence in methodology and results.
To serve our clients’ needs, as people, with dedication, care, and concern.
Comprehensive search for, and evaluation of, potentially favorable investments. Tested procedures that have proven successful.
Clearly defined step-by-step procedures for arriving at investment decisions.
Reliable proprietary filtering and statistical software combined with commercial programs to help form a comprehensive, coherent investment decision mechanism.
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We Offer
The benefits of a personalized investment management firm with a solid foundation, a straightforward approach, decades of experience, and demonstrated success.
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Our Investment Decision Procedure
The primary goal for our investments is to achieve a very satisfactory risk-adjusted return with a relatively low level of volatility. We want very good results, but not at the expense of large swings in portfolio values. In short, we want to be boring --- boring but successful!
We use a multi-step process to filter and locate sectors within markets, and ETFs within these sectors that show the most potential. To do this, we have developed a structured, systematic approach that we use in conjunction with our comprehensive proprietary software along with a sophisticated charting program and a well-defined analysis procedure.
Throughout the day, we monitor, via a financial website, the ETFs in which we have invested, as well as all ETFs that have been deemed viable potentials. This means that whatever we invest for your portfolio is given daily supervision. We also have a proprietary portfolio management program, developed and refined over a period of twenty years, and subject to frequent enhancements, that we use for allocating investments to portfolios in an efficacious manner according to what seems best given current holdings and other characteristics of the portfolio.
We are never complacent regarding our procedure and our software. We continually seek improvement in all areas. This includes the development of a mapping program that lets us set target ranges for various investment categories or for just individual ETFs. This mapping could be applied globally or just to a specific set of portfolios. With this program we can overview globally or narrowly, the degree of compliance we have with our target ranges. This lets us make changes as appropriate for those portfolios that might benefit most from those changes. By contrast, making the same changes for all portfolios --- one size fits all --- may not be the best alternative.
We are not short-term traders. We hold investments for as long as they are viable and continue to perform satisfactorily. We may hold some investments for years, and others for months or just weeks, depending on how they perform and what we believe their future looks like. However, we are proactive and make changes as appropriate to enhance potential and/or reduce volatility. Sometimes these changes involve an entire holding and at other times, the changes are incremental.
We will give your portfolio the care and attention it deserves with the clear objective to bring your financial goals to fruition and provide you with very satisfactory results.
Our Relationship with Clients
There is a human aspect to what we offer. Portfolios are not just numbers. There is a person or people behind every portfolio. Along with our comprehensive, analytical investment procedure, we provide an attentive, responsive attitude toward helping our clients with every aspect of achieving their financial goals. Every client has their own personal situation, and within the framework of our portfolio management software, we try to customize as much as possible the way a portfolio will be managed. We care about every client as a person, not as a number. Everyone in our firm, from the investment committee to the account servicing staff, is available to discuss with every client, and to help with whatever we can do to satisfy their needs. Every client, whether large or small, is important to us.
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We invest to achieve your financial goals
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We Provide
Proven Strategy.
A logical, tested procedure that serves to perform well over time throughout both calm and stormy market conditions.
Personalized Attention.
From initial account set up and further, our personnel provide a personalized experience and responsive service. We remain vigilant and proactive to try to bring maximum success to your investments. We are always readily available to discuss all aspects of your account.
Established Stability.
As an established firm with 30 years of experience in investment management, we invite you to bring that experience to work for you.
Fee-Only Structure.
Portfolio Strategies does not earn commissions or sales charges. Our fee-only billing based on portfolio balance means that our compensation is strictly based upon client retention with preservation and growth of our clients’ assets.
Comprehensive Service.
We provide financial planning related to your account, including tax-related reporting, charitable giving assistance, transfers, inheritance management, and more.
Our Approach
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We feel that investing should be personalized. All aspects of our approach lead to evaluation and implementation of investments corresponding to a client’s individual objectives.
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With daily supervision of client holdings, we are nimble and responsive, without being overreactive. We monitor economic and market conditions to utilize change as a path for locating and seizing viable investment opportunities.
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We continually strive to create and refine unique software and decision procedures that we anticipate will give us an edge in successfully managing our portfolios. We remain on the lookout as well, for new sectors and ETFs that we expect to be successful in the future.
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Client Onboarding Process
Initial Consultation
Your initial contact by phone, form, or email begins a free consultation with one of our investment managers who will discuss your financial goals, explain more about the Portfolio Strategies approach, answer any questions you may have, and obtain basic information to complete an account application.
Implementation
Once you have decided to invest through us, we prepare the paperwork for your account with Fidelity Investments, and for Portfolio Strategies to have a limited power of attorney to be able to invest for you. When we receive notification from Fidelity Investments that your account is open, we will direct you as how to transfer funds to your account. Based on your objectives, we then begin to build your portfolio incrementally, following our well - defined investment procedure.
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Reporting
You will receive Fidelity’s confirmation after every transaction, and you will receive a monthly summary report as well. We will also send you our own informative portfolio statement after every quarter. At any time, we are always only a phone call or email away to discuss your account and have us answer any questions you may have regarding progress with your investments. At year end, for taxable accounts Fidelity will send you appropriate tax documents.
Clients are urged to carefully review all custodial account statements and compare them to any statements and reports provided by PSI. PSI statements and reports may vary from custodial statements based on accounting procedures, reporting dates, or valuation methodologies of certain securities.