Portfolio Strategies Inc

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Client assets under management

$41,738,988

Clients

289

0% high-net-worth

Advisors

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very High

Average account size

$144,426

About

Portfolio Strategies Inc. provides discretionary portfolio management to individuals—including both high‑net‑worth and non‑HNW clients—as well as business entities, pension and profit‑sharing plans, trusts, estates, and charitable organizations. The firm delivers its investment programs through a set of model portfolios and also manages allocations within variable annuity sub‑divisions, typically on accounts referred by unaffiliated broker‑dealers or other investment advisers.

The firm implements a model‑based, active trading approach (its brochure notes strategies may trade in‑and‑out of positions frequently, often two to three times per week) and offers numerous named strategies such as Index Plus, All Seasons, Quantitative Income, and Tactical Equity. Tactics can include inverse and leveraged mutual funds and ETFs, long and short positions for hedging or enhanced exposure, and model delivery via custodial and aggregation platforms (e.g., Envestnet, Orion).

Distinctive disclosures include the firm’s use of advertising that presents performance and predecessor performance results and the inclusion of endorsements, practices it highlights in its brochure and which are uncommon among peers. The firm also routinely accepts accounts referred by other advisers and broker‑dealers (paying a portion of its advisory fee to referrers), acts as a model provider on third‑party platforms, and discloses potential conflicts such as affiliated representatives holding insurance licenses and reliance on third‑party research and technology.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Percentage

Generally between 0.80% and 2.50% annually, negotiable with referring broker-dealer/investment adviser; maximum fee 2.50%

Other

Account minimum: $20,000

Main office location

Portfolio Strategies Inc

621 Pacific Avenue Suite 15

Tacoma WA 98402, United States

Number of offices

Most active in

California · Connecticut · Florida · Georgia · Louisiana · Maryland · Minnesota · Nebraska · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Texas · Washington · Wisconsin

Disclosures

Business activities & affiliations

Is not 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.

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 253-383-1676

Advisors at this firm

David J

Series 63, Series 65

Tacoma, WA

Portfolio Strategies Inc

David Jajewski is a financial advisor with Portfolio Strategies Inc in Tacoma, WA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Portfolio Strategies since 1992 and has also operated as a self-employed advisor since 1987. Portfolio Strategies Inc provides discretionary investment advisory services to individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations, primarily through accounts referred by unaffiliated broker-dealers and investment advisers. The firm employs a model-driven, active investment approach with multiple strategies and frequently trades positions two to three times per week.

Active portfolio management Options & derivatives strategies

Andrew M

Series 63

Tacoma, WA

Portfolio Strategies Inc

Andrew Mirkovich is a financial advisor at Portfolio Strategies Inc with 34 years of industry experience. He has been with Portfolio Strategies since 2014 and holds a Series 63 designation. Portfolio Strategies, Inc. provides discretionary investment advisory services to individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses an active, model-driven investment approach and manages client assets through various tactical and income-oriented programs, often trading positions multiple times per week.

Active portfolio management Options & derivatives strategies

Michelle H

Series 63, Series 65

Tacoma, WA

Portfolio Strategies Inc

Michelle Huffman is a financial advisor at Portfolio Strategies Inc in Tacoma, WA, holding Series 63 and Series 65 licenses with 10 years of industry experience. She has been with Portfolio Strategies Inc since 2016. Portfolio Strategies Inc provides discretionary investment advisory services to individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations, primarily through accounts referred by unaffiliated broker-dealers and investment advisers. The firm employs a model-driven, active investment approach and offers multiple tactical and income-oriented strategies, often trading positions several times per week.

Active portfolio management Options & derivatives strategies

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