A complete list of active advisors currently associated with Portfolio Strategies Inc

Warmer can help you find a great advisor at Portfolio Strategies Inc or one who fits your needs even better.

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.

To learn more about the advisors currently working at Portfolio Strategies Inc, 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.