The Portfolio Strategy Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,048,165,576
Clients
405
Advisors
1
of 15 employees
About
The Portfolio Strategy Group (PSG) provides discretionary portfolio management, financial planning, and retirement-plan fiduciary services to individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and other institutional and corporate entities. In addition to separately managed accounts, PSG acts as investment manager and adviser to pooled investment vehicles, including a domestic fund and an offshore feeder fund that invest primarily in hedge funds and other private funds.
PSG’s approach combines in‑house portfolio management (notably for fixed income and an Equity Income strategy) with the selection and monitoring of external managers; it tailors advice to client objectives and permits clients to impose investment restrictions. The firm implements cash management solutions and manages investments in held‑away accounts through third‑party intermediaries, and its analysis includes fundamental bond review and manager due diligence.
Compared with many peers, PSG operates pooled fund vehicles and uses performance‑based compensation arrangements, and it relies on exemptions from CPO/CTA registration in providing certain commodity‑related advisory services. PSG is an indirect subsidiary of Focus Financial Partners and is affiliated with other Focus entities (including SCS Capital Management and the Flourish intermediary), relationships PSG discloses and says it manages through conflict‑disclosure and certain mitigation practices when recommending affiliated vehicles.
Client services
Expertise
Occupation focus
Fee options
$0 - $10,000,000: 0.75% annually (0.1875% quarterly) Over $10,000,000+: Negotiable
$500 per hour for financial planning services, negotiable
10% performance allocation on net capital appreciation above 8% annualized return for Client Funds
Account minimum: $2,000,000 for Separately Managed Accounts; $500,000 for Client Funds (waivable) Fee-only: 0.75% annually on first $10 million, negotiable above $10 million; fixed income portfolios at 0.5% annually (0.125% quarterly), negotiable or waived for specialized portfolios; hourly financial planning fee $500/hour (negotiable)
Main office
50 Main Street, Suite 1280
White Plains NY 10606
Advisors at this office
1
Most active in
California · Colorado · Connecticut · District of Columbia · Florida · Illinois · Louisiana · Maryland · Massachusetts · New Hampshire · New Jersey · New York · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is 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.
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.
Is not active or affiliated with:
-
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.
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