The Portfolio Strategy Group
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- The Portfolio Strategy Group is a leading wealth management firm and one of the most experienced. Our firm was founded over twenty years ago and our five investment professionals have over 120 years of combined investment experience. While we are very knowledgeable about financial planning issues, what sets us apart from other wealth managers is our investment expertise. We provide asset allocation driven investment services to individuals and their families in the $2 to $25+ million range.PSG was founded in New York City in 1990 at a time when investment consulting and the open architecture approach to investing was only available to large institutions and the wealthiest families. Richard Yoken, PSGs founder, recognized these services could be provided to a larger group of investors and was one of the first to pioneer this approach of investing to high net worth individuals. In 2003, PSG moved to White Plains, New York but continued the high energy mind set of Manhattan investment professionals.- Approximately $1.3 Billion in assets- Founded in 1990- Specializes in investment advisory services- All PSG investment professionals have 10-35 years of industry experience
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Headquarters:81 Main Street , White Plains, New York, United States
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Phone Number: +1 914-328-6660
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Employees:11
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Revenue:$1 - 10M
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Legal Name:The Portfolio Strategy Group
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The Portfolio Strategy Group's Social Media
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| NAICS Code: 523920 |
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Frequently Asked Questions regarding The Portfolio Strategy Group
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Where are The Portfolio Strategy Group's Headquarters?
The Portfolio Strategy Group's Headquarters are in 81 Main Street ,White Plains,New York,United States
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What is The Portfolio Strategy Group's phone number?
The Portfolio Strategy Group's phone number is +1 914-328-6660
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What is The Portfolio Strategy Group's official website?
The Portfolio Strategy Group's official website is https://www.portfoliostrategygroup.com
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What is The Portfolio Strategy Group's Revenue?
The Portfolio Strategy Group's revenue is $1 - 10M
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What is The Portfolio Strategy Group's NAICS code?
The Portfolio Strategy Group's NAICS code is 523920
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How many employees are working in The Portfolio Strategy Group
The Portfolio Strategy Group has 11 employees
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What is The Portfolio Strategy Group's Industry?
The Portfolio Strategy Group is in the industry of Financial Services
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Who is The Portfolio Strategy Group's Chief Compliance Officer?
The Portfolio Strategy Group's Chief Compliance Officer is Atiya Leary