Portfolio Solutions LLC

Investment Bank/Securities Brokerage - Troy, MI, US

Portfolio Solutions LLC Employees
Jennifer Caringi

Office Manager

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Ashley Hines

Client Relationship Manager

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Gary Brancaleone

Senior Investment Specialist

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Colin Grover

director - advisory services and strategy

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Ken Terkel

Managing Director

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Ashley CFP(r)

Client Relationship Manager

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Don CFA

Investment Committee Chairman & Director of Investor Education

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Portfolio Solutions LLC Senior Management
Ken Terkel

Managing Director

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Don CFA

Investment Committee Chairman & Director of Investor Education

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Tony Brumley

Chief Technology Officer/Information Security Manager

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Portfolio Solutions LLC Details

Portfolio Solutions® is a national, full-service, fee-only Financial Advisor providing fiduciary wealth planning services designed with each client's unique needs in mind. We embrace the principles of Servant Leadership to help clients work confidently towards achieving their long-term financial goals—which we've been doing since 1999. Portfolio Solutions® utilizes a disciplined, open-architecture investment methodology that emphasizes both cost-sensitive and tax-sensitive strategies, with more than $1.5 billion in client investment assets under management. (as of 01/2021) Privacy policy: https://www.portfoliosolutions.com/privacy-policy-legal

Portfolio Solutions LLC logo, Portfolio Solutions LLC contact details
Employees: 20 - 49
HQ: 248-689-1550
Location: Troy, MI, US
Revenue: 2.5 - 5 Million
Low Cost Index Funds Asset Allocation Exchange-Traded Funds (ETFs) Investment Management Vanguard DFA iShares Wealth Management Index Investing Financial Planning Retirement Planning College Education Planning Estate and Legacy Planning B2C Investment Bank/Securities Brokerage Management Investment Open-ended
Portfolio Solutions LLC Technologies
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