Dwd Portfolio Solutions, Inc.

DWD Portfolio Solutions, Inc. is a registered investment adviser based in Pittsburgh, PA, established in 1994. The firm offers discretionary and non-discretionary portfolio management services tailored to meet clients' needs and investment objectives. Clients can grant discretionary authority for the firm to manage their accounts, allowing them to determine specific securities to be bought or sold without prior approval. DWD may use sub-advisers to manage portions of client accounts and offers financial planning services to assist with long-term goal planning. The firm does not provide tax advice but may recommend tax planning strategies. DWD does not participate in wrap fee programs and considers various types of securities when formulating investment advice. Fees for investment management services are based on a percentage of assets under management, with a negotiable annual fee capped at 1.25%. The firm may charge fixed fees, hourly fees, or negotiate fees based on individual circumstances. DWD recommends using Charles Schwab & Co., Inc. as the custodian and broker-dealer for client accounts. The firm does not receive compensation for client referrals and does not vote proxies on behalf of clients. DWD does not have custody of client assets and does not have any financial condition that would prevent meeting contractual commitments. The firm has not been involved in any legal or disciplinary events in the past ten years.