Founded in 1990, The Portfolio Strategy Group (PSG) was a pioneer in providing individual investors like you with an institutional approach to investing. Before that time, only the largest investors utilized separately managed accounts, which offer a number of advantages over mutual funds — heightened transparency, full customization, personal attention, cost-competitive fees and the ability to actively manage taxes. By bringing these investment strategies to our clients and their families, we are able to actively tailor wealth plans that better reflect their specific values, constraints and priorities. Which may be why, thirty years later, we are proud of our well deserved reputation of being genuinely caring and thoughtful partners.