The Portfolio Strategy Group, LLC

The Portfolio Strategy Group, LLC, established in White Plains, NY, is a financial advisor firm specializing in discretionary investment management services for high-net-worth individuals, pension plans, trusts, and corporations. As part of the Focus Financial Partners, LLC partnership, PSG offers separately managed accounts with a minimum size of $2 million, financial planning services, and investment management for hedge funds and other pooled vehicles. PSG acts as the investment manager for The PSG Fund and The PSG Offshore Fund, providing tailored investment advice based on individual client needs. PSG is a fiduciary under ERISA and the IRC, ensuring duties of care and loyalty to clients. The firm charges management fees based on assets under management, with additional fees for selecting and monitoring external managers. PSG does not participate in wrap fee programs and has approximately $2.38 billion in client assets under management. Clients receive regular account statements and reports, and PSG has policies in place for proxy voting and custody of client assets. PSG's financial condition is stable, with no bankruptcy filings or financial impairments reported.