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Our Strategy

Every decision made by Portfolio Strategies is influenced by our belief in the necessity of risk management and risk budgeting. This means, in essence, that while we seek to consistently provide the best returns possible, our primary concern is in preserving our clients’ principal, we accomplish this goal by:

  • Operating through the education of clients to better understand ebbs and flows in the market.

  • Understanding that the safeguarding of losses has a bigger impact over time.

  • Treating each client as an individual and assessing their true risk tolerance.

  • Preserving capital and growth.

  • Actively comparing rising and falling markets to assess value.

  • Continuously perfecting methodology for greater success of our clients.

  • Engaging with the market every day and making decisions accordingly.

Portfolio Strategies is driven to outpace its competitors by focusing its energy through engagement with clients and their portfolios.



ADV Part 3 Client Relationship Summary (Forms CRS) and Form ADV Part 2A

The ADV Part 3 (Form CRS) is a client/customer relationship summary. Advisers/brokers are required to deliver an ADV Part 3  to clients beginning in summer 2020. The relationship summary contains important information about the adviser or broker.

Form ADV Part 2A (Brochure) contains information about advisers/brokers, such as their fees, client types, assets under management, and any disclosures regarding their business. Advisers are required to provide Form ADV Part 2A to prospective/new clients and annually to existing clients.