THE PORTFOLIO STRATEGY GROUP

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The Portfolio Strategy Group is an independent wealth management firm. For nearly 30 years, their team of highly experienced investment professionals has provided custom portfolio management and personalized guidance on a broad range of financial planning issues for wealthy individuals, families and institutions. They offer objective, thoughtful and intelligent advice with the highest level of personal service, attention and flexibility to clients nationwide. They manage over $1.6 billion in cli... ent assets. The Portfolio Strategy Group was founded in New York City in 1990. They were pioneers, offering affluent individuals and families asset allocation services and an open architecture approach to investing that provided access to top-tier, independent equity investment managers. At that time, this service was primarily available to the largest institutional investors.

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THE PORTFOLIO STRATEGY GROUP

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Industry:
Financial Services Wealth Management

Founded:
1990-01-01

Address:
White Plains, New York, United States

Country:
United States

Website Url:
http://www.portfoliostrategygroup.com

Total Employee:
11+

Status:
Active

Contact:
+1 914 328 6660

Email Addresses:
[email protected]

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Current Employees Featured

jacques-boubli_image

Jacques Boubli
Jacques Boubli Vice President @ The Portfolio Strategy Group
Vice President
2014-06-01

Official Site Inspections

http://www.portfoliostrategygroup.com

  • Host name: 146.39.196.104.bc.googleusercontent.com
  • IP address: 104.196.39.146
  • Location: United States
  • Latitude: 38.6583
  • Longitude: -77.2481
  • Timezone: America/New_York

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