Portfolio Design Advisors, Inc.

Portfolio Design Advisors, Inc. is an SEC registered investment advisor offering services under the Axiom wrap fee program. With $38,900,000 in Regulatory Assets Under Management as of December 29, 2023, they provide investment supervisory services on a discretionary basis. Clients can select multiple portfolio strategist models within the Unified Managed Account program, allowing for customized investment products. The firm rebalances portfolios and offers overlay portfolio management services. Clients have the option to work with representatives who provide continuous supervisory services and have trading discretion. PDA charges fees up to 2.50% of assets under management, with a portion retained as the model cost. The firm follows a fiduciary duty and does not charge performance-based fees. Investment strategies include fundamental analysis, asset allocation, strategic timing, and sector rotation. Clients are responsible for proxy voting decisions, and PDA does not provide client-specific information to portfolio strategists. The firm's representatives have no disciplinary history and adhere to a Code of Ethics. The firm's leadership includes Wes Strode, Paul Knipping, and Dean Rager, who have extensive educational backgrounds and experience in the financial industry. Clients can contact Jen Pattavina for compliance matters and Dean Rager for supervision.