Company Overview
Portfolio Strategies is an independent U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor (RIA) based in Montvale, NJ, With over 30 years of experience with financial markets. Our client base includes individuals, corporations, trusts, retirement plans and nonprofit organizations. We use disciplined, structured procedures and methodology, along with extensive proprietary and commercial software, to manage clients’ funds in accordance with their objectives. Our primary objective is satisfying our clients.
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Our Investment Committee
Every member of our Investment Committee is thoroughly knowledgeable in all our software as well as our research and analytical procedures. Our committee members have been intensely and thoroughly trained over the years by Feivel (Paul) Kirshenbaum, who is our founder and president.
Almost all investment decisions result from collaboration by all the members in conducting the analysis and filtering of potentials for adding to or deleting from portfolios. Feivel Kirshenbaum has a BA (Brooklyn College) and MS (NYU) in Mathematics, and a Ph.D. (NYU) in Economics. He was a full-time college professor of economics and statistics for many years, teaching primarily at the graduate level. He worked for twenty years to develop and refine our portfolio management system, and he created all our filtering software.
His statistical charting system, known as Kirshenbaum Bands, is used by technical analysis programs throughout the world. Feivel Kirshenbaum continues to add modules and enhancements to our software. He is actively involved in all the investment decisions at Portfolio Strategies.
Our History
Industry veteran and innovator Feivel Kirshenbaum, PhD, began his career as an investment advisor more than 40 years ago. Guided by extensive market insight and expertise, Portfolio Strategies continues to grow, building upon the results of the firm’s successful returns with innovative software and procedures that construct highly diversified portfolios.
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Our Team
An expert team dedicated to providing boutique-level service with the investment advisory experience, insight, and professionalism to maximize your financial goals.
Feivel Kirshenbaum
Feivel Kirshenbaum is the President of Portfolio Strategies, which he founded in 1993. Since its inception he has been providing and directing portfolio management and investment advisory services for a variety of clients including individuals, corporations, trusts, retirement plans and non-profit organizations.
Feivel Kirshenbaum is the holder of a BA and MS in Mathematics, and a PhD in Economics. After acquiring his PhD, he be became a full-time professor of economics and statistic, teaching primarily at the graduate level. He took early retirement in 1992 and founded Portfolio Strategies in 1993.
At Portfolio Strategies he has worked in conjunction with others to develop on investment system with component procedure that has proven successful for achieving highly satisfactory investment results. He continues to add features as new ideas come to mind. The system is fluid and continues to be improved. In addition, over the course of several years, he designed and guided the development of complex and comprehensive computer software that is used daily by Portfolio Strategies for analysis and management of investment portfolios. Feivel regularly adds new modules and features to this software to enhance our ability to provide good investment results. He is heavily involved on a daily basis, along with his colleagues, with the ongoing investment decision process, both for groups of portfolios and for individual portfolios.
Zev Katz
In his position as Chief Operating Officer, Zen Katz leads the Portfolio Strategies team with clear thinking and exceptional problem-solving skills. In addition to managing the administrative side of the firm, Zev is part of the investment team and works directly with clients to ensure a smooth investment experience.
Zev has a master's degree in computer science, and has many years experience creating state of the art software and designing sophisticated database architectures. He has worked closely with Paul Kirshenbaum for the past ten years to
produce customized analytical and reporting software that we use to perfect our investment strategies.
Yisroel Spiegel
Mr. Spiegel conducts extensive research to choose funds and equities that align with the Portfolio Strategies investment approach. With natural analytical abilities and years of focused training, Yisroel works closely with Mr. Kirshenbaum on the daily review of portfolios and on the decision-making for new investing.
Yisroel is Series 65 certified, possessing detailed knowledge of various types of investments available and all relevant laws, regulations, and ethics. In addition to working directly on investment dicisions globally and for specific accounts, he dialogues with individual clients, guiding them on appropriate investment track that align with their changing needs and financial status.
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What you can expect from Portfolio Strategies
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Frequently Asked Questions
Choosing an investment advisor involves many questions. We hope to answer some common ones here and invite you to please contact us directly.
We recommend investing for a minimum of 2-3 years to achieve your investment goals.
We invest portfolios in curated market holdings to satisfy our clients financial goals. We do not provide tax advice or accounting services; we simply offer solid investing based on years of market experience.
We charge a management fee based on the average size of your portfolio. We do not charge commissions or sales fees.
we manage accounts from $3,000 and up.
We manage accounts across a broad spectrum, including IRAs, 401 ks, corporate accounts, non-retirement accounts, and any other legitimate account type.
Investment funds always remain in your name and can be withdrawn at any time. At most, you may need to wait three days for cash to be available for distribution. you have full control of your account at all times. We only get a limited power of attorney to be able to trade for your account.