PORTFOLIO SOLUTIONS Overview

Portfolio Solutions Llc is an investment advisor that manages 1.4 BN dollars in regulatory AUM and has 18 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 681MM in positions, representing 48% of the manager's regulatory AUM.

PORTFOLIO SOLUTIONS StockAlpha

-1.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PORTFOLIO SOLUTIONS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 52.46% ETF 3.01% 0.27% 1 10%
IJS 18.15% ETF 12.36% 1.79% 3 3%
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FEATURED IN
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PORTFOLIO SOLUTIONS Founders and Key Employees

Name Title In Position Since
Richard A. Ferri Managing Partner, Chief Compliance Officer February-2015
John R. Bergmann Chief Financial Officer/Chief Operating Officer November-2010
Anthony R. Watson Chief Investment Officer June-2012

PORTFOLIO SOLUTIONS Brokers, Custodians, Auditors and Administrators

Type Company

PORTFOLIO SOLUTIONS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss. We apply the client’s selected investment strategy based on the client’s general financial and tax situation. The client’s investment strategy is outlined in a Confidence Map®. We make investment decisions for client accounts based on the information the clients supply about their general financial situation, goals, risk tolerance and return objectives. Our recommendations may be limited if a client does not provide us with accurate and complete information, or fails to keep us informed of any changes to the client’s investment objectives, general financial situation or restrictions.

Portfolio Solutions® occasionally offers general investment guidance on any investment type held by the client at the start of the advisory relationship. We may also occasionally offer guidance regarding additional types of investments, if appropriate, to address the individual needs, goals, and objectives of the client or in r...
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PORTFOLIO SOLUTIONS Portfolio Concentration

PORTFOLIO SOLUTIONS Location

900 WILSHIRE DRIVE
SUITE 200
TROY, Michigan
UNITED STATES, 48084-1664

PORTFOLIO SOLUTIONS Contact Information

Phone Number: 248-689-1550
Fax Number: 248-689-7611
Website:

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