Portfolio Strategies Inc NY

Zev Katz is a financial advisor at Portfolio Strategies Inc NY with a Series 65 designation and two years of industry experience. Prior to joining Portfolio Strategies Inc in 2020, he worked at Genie Energy for ten years. Portfolio Strategies Inc provides discretionary and non-discretionary investment management and retirement-plan advisory services to individuals, families, trusts, private foundations, and qualified retirement plans. The firm employs a fundamental analysis-based investment process with a long-term orientation and manages over $860 million in discretionary assets across nearly 3,000 client relationships.

Aron Soifer is a financial advisor at Portfolio Strategies, Inc. NY with one year of industry experience. He holds a Series 65 designation and previously worked at B Riley Wealth and Beer Yakov Talmudic Seminary. Outside of his advisory role, he conducts financial education workshops focused on IRA accounts through his involvement with E-Z IRA Corp. Portfolio Strategies, Inc. provides discretionary and non-discretionary investment management and retirement-plan advisory services to individuals, families, trusts, private foundations, and qualified retirement plans. The firm employs a primarily fundamental analysis-based investment approach with a long-term orientation and manages a substantial asset base across nearly 3,000 client relationships.

Israel Spiegel is a financial advisor at Portfolio Strategies Inc NY with a Series 65 designation and four years of industry experience. He has been with Portfolio Strategies, Inc. since 2019. Prior to his advisory role, he was a full-time student for 11 years. Portfolio Strategies, Inc. provides discretionary and non-discretionary investment management and retirement-plan advisory services to individuals, families, trusts, private foundations, and qualified retirement plans. The firm’s investment approach is primarily based on fundamental analysis with a long-term orientation, supplemented by technical analysis and proprietary research, serving nearly 3,000 client relationships with over $861 million in discretionary assets under management.