The Portfolio Strategy Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,048,165,576
This total excludes 75 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
405
89% high-net worth
Advisors
1
of 15 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
405
Very HighAverage account size
$5,057,199
About
The Portfolio Strategy Group (PSG) provides discretionary portfolio management, financial planning, and retirement-plan fiduciary services to individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and other institutional and corporate entities. In addition to separately managed accounts, PSG acts as investment manager and adviser to pooled investment vehicles, including a domestic fund and an offshore feeder fund that invest primarily in hedge funds and other private funds.
PSG’s approach combines in‑house portfolio management (notably for fixed income and an Equity Income strategy) with the selection and monitoring of external managers; it tailors advice to client objectives and permits clients to impose investment restrictions. The firm implements cash management solutions and manages investments in held‑away accounts through third‑party intermediaries, and its analysis includes fundamental bond review and manager due diligence.
Compared with many peers, PSG operates pooled fund vehicles and uses performance‑based compensation arrangements, and it relies on exemptions from CPO/CTA registration in providing certain commodity‑related advisory services. PSG is an indirect subsidiary of Focus Financial Partners and is affiliated with other Focus entities (including SCS Capital Management and the Flourish intermediary), relationships PSG discloses and says it manages through conflict‑disclosure and certain mitigation practices when recommending affiliated vehicles.
Client services
Financial planning
Portfolio management
Selection of other advisers
Cash management solutions
Expertise
Active portfolio management
Concentrated stock management
Options & derivatives strategies
Occupation focus
Founder/Business Owner
Executive
Fee options
$0 - $10,000,000: 0.75% annually (0.1875% quarterly) Over $10,000,000+: Negotiable
$500 per hour for financial planning services, negotiable
10% performance allocation on net capital appreciation above 8% annualized return for Client Funds
Account minimum: $2,000,000 for Separately Managed Accounts; $500,000 for Client Funds (waivable) Fee-only: 0.75% annually on first $10 million, negotiable above $10 million; fixed income portfolios at 0.5% annually (0.125% quarterly), negotiable or waived for specialized portfolios; hourly financial planning fee $500/hour (negotiable)
Main office location
The Portfolio Strategy Group, LLC
50 Main Street, Suite 1280
White Plains NY 10606, United States
Number of offices
1
Most active in
The Portfolio Strategy Group, LLC has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Connecticut · District of Columbia · Florida · Illinois · Louisiana · Maryland · Massachusetts · New Hampshire · New Jersey · New York · Pennsylvania · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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