Focus Partner Firms are transforming the landscape of wealth management.
Focus Financial Partners is at the forefront of a growing movement towards transparency and independence that’s sweeping the wealth management industry. Our partners are carefully selected based on the highest standards of excellence. Together they form a powerful network that supports collaborative relationships and the sharing of resources and best practices. Find out how the Focus partnership can help grow and invigorate your business.
The Portfolio Strategy Group, White Plains, NY
Focus Partner since December 2012
“ We’re investment people with knowledge of all of the other issues. We’re very familiar with trust and estate issues and we’re very tax sensitive.” – Richard Yoken, CEO
The Portfolio Strategy Group is a leading independent wealth management firm and one of the most experienced. The firm was founded over twenty years ago and our five investment professionals have over 120 years of investment experience. While they are very knowledgeable about financial planning issues, what sets PSG apart from other wealth managers is their investment expertise. 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, PSG’s 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. For more information, please visit www.portfoliostrategygroup.com.