Global Portfolio Services LLC

Global Portfolio Services provides investment advisory services to individuals as well as a range of institutional and organizational clients, offering discretionary and non‑discretionary portfolio management, modular financial planning, asset allocation, selection of third‑party money managers, and pension consulting. Services are tailored to each client’s stated objectives and circumstances and may include both model portfolios and custom allocations.

The firm’s investment process is suitability‑driven, using methods that include fundamental, technical, charting and cyclical analysis, and it employs both long‑ and short‑term trading and option strategies when appropriate. Portfolios are monitored and rebalanced on an ongoing basis, and when granted discretionary authority the adviser may hire or replace sub‑advisers and allocate assets to model portfolios or third‑party managers without prior client approval.

Distinctive features include a small, single‑adviser structure managing roughly $12.3 million across a limited client base while using a mix of fee arrangements — a tiered percentage‑of‑assets schedule for portfolio management alongside fixed or hourly planning fees and negotiated pension consulting fees — and an explicit policy of not accepting performance‑based or wrap fees. The firm routinely recommends Pershing for custody and execution and discloses that it receives institutional‑level products and soft‑dollar benefits through that relationship and may share in advisory fees with selected sub‑advisers, items clients may consider when evaluating brokerage and conflict‑of‑interest arrangements.