Who we are

Portfolio Strategies is an independent, SEC-registered investment adviser with offices in Montvale and Jackson, New Jersey. For over four decades, the firm has served individuals, families, trusts, retirement plans, corporations, and nonprofit organizations.

Our investment process is grounded in discipline, research, and collaboration. Portfolios are constructed and managed based on each client’s long-term objectives, investment time horizon, and risk tolerance, rather than short-term market activity.

We place a strong emphasis on client relationships, maintaining ongoing communication and a high level of responsiveness. Clients work closely with experienced professionals who are familiar with their portfolios and evolving circumstances, ensuring advice remains aligned over time.

Investment decisions are guided by an experienced investment committee and directed by Paul (Feivel) Kirshenbaum, PhD, an economist with decades of academic and professional experience. The firm employs structured analytical methods and ongoing portfolio oversight designed to support consistency, diversification, and risk management.

Client assets are held with a qualified custodian, and portfolios are monitored and reviewed as part of a long-term advisory relationship.

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Analysis

We base investment decisions on a structured evaluation process that combines quantitative analysis, qualitative review, and ongoing monitoring.

Potential investments are assessed in the context of portfolio objectives, risk exposure, diversification, liquidity, and transparency. Emphasis is placed on consistency and long-term reliability rather than short-term market movements or speculative opportunities.

Our goal is to pursue attractive risk-adjusted returns while limiting unnecessary volatility and avoiding large fluctuations in portfolio value.

Discipline

Time and discipline are among the most effective mitigators of investment risk.

Portfolios are constructed with a long-term perspective, allowing compounding and disciplined portfolio management to work across full market cycles. Adjustments are made deliberately and thoughtfully, guided by objectives and risk considerations rather than market noise.

We focus on steady, repeatable outcomes over time instead of reacting to short-term fluctuations.

Structure

Portfolios are primarily constructed using exchange-traded funds (ETFs) selected for operating history, management structure, liquidity, transparency, and diversification characteristics.

Our approach emphasizes broad asset class and sector exposure rather than concentration in individual securities, helping to manage idiosyncratic risk and support diversification.

As an SEC-registered investment adviser, we operate as a fiduciary. Client assets are held with a qualified third-party custodian, providing independent custody and transparent reporting. We do not charge transaction-based fees, aligning compensation with long-term client interests.

Our Commitments:

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Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

  • We are committed to acting in our clients’ best interests at all times, placing their goals and outcomes ahead of our own.

  • We believe clients should understand how their portfolios are constructed, how decisions are made, and how we are compensated.

  • Investment decisions are guided by a consistent, repeatable framework focused on long-term objectives and risk management rather than short-term market movements.

  • We maintain ongoing communication and availability so clients can review progress, discuss changes in circumstances, and ask questions as needed.