A complete list of active advisors currently associated with Portfolio Design Services, LLC
Warmer can help you find a great advisor at Portfolio Design Services, LLC or one who fits your needs even better.
Portfolio Design Services, LLC provides discretionary asset management, financial planning and consulting, and retirement-plan advisory services to individuals, high-net-worth clients, trusts and estates. Its offerings include ongoing portfolio management, standalone or fixed-fee financial plans, and serving as an ERISA 3(38) investment manager for qualified retirement plans. The firm customizes investment strategies to each client’s goals, time horizon and risk tolerance, using equities, fixed income, mutual funds and ETFs and employing fundamental, technical and cyclical analysis; accounts are typically managed on a discretionary basis with quarterly reviews and rebalancing as needed. Financial plans are delivered within stated timelines contingent on client documentation, and ERISA plan services include investment policy development, selection and monitoring of plan options and participant education (provided as non‑fiduciary education when applicable). Noteworthy aspects include the firm’s willingness to accept sole discretionary 3(38) fiduciary responsibility for plan menus, its stated practice of not voting client proxy materials (clients receive and vote proxies directly), and its use of recommended custodians that provide institutional research, trading and operational support. The firm also documents limited custody arrangements for fee deduction and third‑party transfer authorizations and offers fixed‑fee planning engagements with a published upper fee cap.
To learn more about the advisors currently working at Portfolio Design Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
River Falls, WI
| 18
| |
Roanoke, VA
| 39
| |
Christiansted St. Croix, VI
| 10
| |
River Falls, WI
| 5
|
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