Portfolio Strategies Advantages

We have unique resources and competitive tools to help advisors succeed

Insight

We have over 100 years of collective experience in practice management, sales and marketing, administrative support and compliance advice.

Independence

At Portfolio Strategies we support entrepreneurial spirit. We are privately owned, which gives you the flexibility to do business your way. We believe in developing and expanding your investment product choices, rather than promoting a proprietary product. We will not tell you how to run your business, but will provide all of the financial, administrative, and back office support you need to meet your financial goals. Our advisors benefit from the flexibility that an independent dealership affords, yet still belong to a large and influential dealer.

Integrity

We believe in common sense compliance and advisor advocacy. Our focus on you and your clients’ needs helps to ensure a winning relationship between Portfolio Strategies, the advisors and their clients.

Innovation

We offer our advisors both grid and flat fee options. Our back-office suite includes access to many API connections and allows for a complete digital experience. Portfolio Strategies advisors also have access to our national training network and annual conferences, which are designed to provide you and your associates with proven strategies and skills to help you grow your business.

Investments

PSC offers many different product types and manufacturers of investment products to meet many different advisor and client needs. A large and open product shelf allows for optimal portfolio customization. Our customized portfolios can work for you and your clients.

Income

We have no hidden fees or agendas, as we believe in a simple payout grid or flat fee structure. Our monthly tech fees are amongst the lowest in the industry and provide for access to some of the best tools. Our advisor revenue minimums are also amongst the lowest in the industry.