Portfolio Strategies Inc Ny

Portfolio Strategies, Inc. is a registered investment adviser established in 1993, providing personalized investment advisory services to individuals, high net worth individuals, and entities. The firm offers discretionary investment management services tailored to each client's objectives and risk tolerance, primarily focusing on capital appreciation through equity securities, mutual funds, and ETFs. Additionally, PSI offers services to retirement plans, assisting in investment options, monitoring, and education for plan participants. The firm acts as a fiduciary, obligated to act in the best interests of clients, and does not charge performance-based fees. Clients have the option to grant PSI investment discretion, allowing the firm to make investment decisions on their behalf. PSI recommends the use of unaffiliated broker/dealer custodians for custody and brokerage services, with Fidelity Investment Wealth Services being a current provider. The firm charges fees based on a percentage of assets under management, with annual advisory fees ranging up to 0.98%. PSI does not receive compensation for securities transactions and does not vote proxies on behalf of clients. Clients are encouraged to review custodial statements and compare them with reports provided by PSI.