Portfolio Design Labs, LLC

Portfolio Design Labs, LLC provides discretionary investment management primarily to individual and high‑net‑worth clients through relationships with third‑party entities that assess client objectives and enter investment management contracts with the firm. It offers three defined strategies — Dynamic Outcome Target Strategy (DOTS), Thematic Capital Management, and Direct Index Strategies — and does not describe standalone financial planning as part of its core services.

The firm’s approach emphasizes quantitative analysis and modern portfolio theory, with portfolios often constructed to track or approximate indices created and rebalanced by an affiliated index provider (CMRS) and with DOTS seeking a minimum rate of return over a ten‑year horizon. Portfolios may be customized and the firm discloses the ability to employ leverage, short sales, and options on either a tactical or strategic basis; PDL accepts both asset‑based and performance‑based fee arrangements.

Notable distinctions include operating as a single‑advisor practice while reporting over $624.9 million in discretionary assets under management, which produces an unusually high client load per advisor compared with peers. The combination of an index‑construction affiliation, routine use of borrowing in separately managed accounts, and explicit acceptance of performance‑based compensation further differentiates the firm from many team‑category peers.