Portfolio Strategies Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Portfolio Strategies, Inc. provides discretionary portfolio management to individuals and institutional clients — including business entities, pension and profit‑sharing plans, trusts, estates, and charitable organizations — managing roughly $50.2 million in discretionary assets through a small advisory team. The brochure notes the firm does not offer standalone financial planning, estate planning, or insurance implementation services.
The firm manages client assets using a menu of model programs (e.g., Index Plus, All Seasons, Quantitative Income and others) and treats cash as an asset class; its materials state programs may trade frequently (sometimes two to three times per week) and can employ inverse and leveraged mutual funds and ETFs, futures and options for hedging or enhanced exposure. Accounts are managed on a discretionary, custodian‑neutral basis and the firm also directs allocations within variable annuity sub‑divisions and provides periodic reporting to clients and referring advisors.
Several distribution and marketing practices set the firm apart from many peers: the brochure describes program brochures and promotional materials that include performance results and predecessor‑performance information, and it discloses relationships with unaffiliated promoters and referring broker‑dealers, including paying a portion of advisory fees to solicitors. The firm also makes its models available to other registered advisers via platforms such as Orion Portfolio Solutions and recently disclosed a transition from SEC to state registration.
Client services
Expertise
Fee options
$0+: Generally between 0.80% and 2.50%, client pays negotiated rate within this range $0+: 1.00% for clients not referred by broker-dealer or investment adviser
Account minimum: $20,000 Fee-only: 1.00% annual advisory fee for clients not referred by broker-dealer or investment adviser; fees generally between 0.80% and 2.50% including referral fees
Main office
621 Pacific Avenue Suite 15
Tacoma WA 98402
Advisors at this office
3
Most active in
California · Connecticut · Florida · Georgia · Louisiana · Maryland · Minnesota · Nebraska · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Texas · Washington · Wisconsin
Also doing business as
Portfolio Strategies · Portfolio Strategies Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
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 licenses and bringing 38 years of industry experience. He has worked at Portfolio Strategies since 1992 and was previously with GWN Securities, Inc. for 11 years. Portfolio Strategies, Inc. provides discretionary portfolio management to individuals and institutional clients, managing approximately $50.2 million in assets through a small advisory team. The firm uses various model programs and treats cash as an asset class, managing accounts on a discretionary, custodian-neutral basis.
Andrew M
Series 63
Tacoma, WA
Portfolio Strategies Inc
Andrew Mirkovich is a financial advisor at Portfolio Strategies Inc in Tacoma, WA, with 34 years of industry experience. He holds a Series 63 designation and has been with Portfolio Strategies since 2014. Portfolio Strategies, Inc. provides discretionary portfolio management to individuals and institutional clients, managing approximately $50.2 million in discretionary assets. The firm uses a variety of model programs that may trade frequently and employ a range of investment vehicles, operating on a discretionary, custodian-neutral basis.
Michelle H
Series 63, Series 65
Tacoma, WA
Portfolio Strategies Inc
Michelle Huffman is a financial advisor at Portfolio Strategies Inc in Tacoma, WA, with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Portfolio Strategies Inc since 2016. Portfolio Strategies Inc provides discretionary portfolio management to individuals and institutional clients, managing approximately $50.2 million in discretionary assets. The firm employs a variety of model programs that may trade frequently and use diverse instruments, serving clients on a discretionary, custodian-neutral basis.
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