The Portfolio Strategy Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year. The firm advises 1 private fund.
The Portfolio Strategy Group reports 480 clients. They include 359 high-net-worth individuals, 46 individual clients, and 41 corporations and other businesses. Of its assets, 99.6% ($2.61B across 445 accounts) are managed with discretion; $10.2M across 33 accounts are not. Of its clients, 1% are outside the U.S. It advised 4 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 10% | <1% |
| High-net-worth individuals | 75% | 77% |
| Pooled investment vehicles | <1% | 2% |
| Pension and profit-sharing plans | 4% | 1% |
| Charitable organizations | 3% | 2% |
| Other client typesCorporations and other businesses | 9% | 17% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 46 | $20.8M | 0.8% | $452K |
| High-net-worth individuals | 359 | $2.03B | 77.4% | $5.65M |
| Pooled investment vehicles | 2 | $47.9M | 1.8% | $23.9M |
| Pension and profit-sharing plans | 19 | $27.8M | 1.1% | $1.46M |
| Charitable organizations | 13 | $53.7M | 2.1% | $4.13M |
| Corporations and other businesses | 41 | $443M | 16.9% | $10.8M |
| Total | 480 | $2.62B | 100% | $5.46M |
- Clients
- 46
- Regulatory AUM
- $20.8M
- AUM share
- 0.8%
- Avg. per client
- $452K
- Clients
- 359
- Regulatory AUM
- $2.03B
- AUM share
- 77.4%
- Avg. per client
- $5.65M
- Clients
- 2
- Regulatory AUM
- $47.9M
- AUM share
- 1.8%
- Avg. per client
- $23.9M
- Clients
- 19
- Regulatory AUM
- $27.8M
- AUM share
- 1.1%
- Avg. per client
- $1.46M
- Clients
- 13
- Regulatory AUM
- $53.7M
- AUM share
- 2.1%
- Avg. per client
- $4.13M
- Clients
- 41
- Regulatory AUM
- $443M
- AUM share
- 16.9%
- Avg. per client
- $10.8M
Total
- Clients
- 480
- Regulatory AUM
- $2.62B
- AUM share
- 100%
- Avg. per client
- $5.46M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 4
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 251–500
The Portfolio Strategy Group charges 0.75% a year for its Separately Managed Accounts. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Fixed Income Management
- Management of fixed income portfolios is charged an annual fee of 0.5% of assets (0.125% quarterly).
- Referred Client Management
- New clients referred by third-party sources may be charged up to a 1% annual (0.25% quarterly) management fee.
Focus Operating, LLC owns 75% or more of The Portfolio Strategy Group and is in turn owned by Focus Financial Partners, LLC (75% or more). The leadership team of The Portfolio Strategy Group includes Chief Compliance Officer Laurie Ghali. It has 15 employees, 9 of them in advisory roles.
Leadership
- Laurie GhaliChief Compliance Officer
- Lawrence BartimerManaging Director
- Jacques BoubliManaging Director
- Edward ScharfManaging Director
- Richard YokenManaging Director
- Peter YorkesManaging Director
- Thomas ZottnerManaging Director
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- Jacques Elie Boubli
Staff
- 15 employees
- 9 in advisory functions
- 1 state-registered rep
- 2 soliciting firms
- Owns 75% or more of The Portfolio Strategy Group, LLC
Focus Operating, LLC
Control person · since December 2012
- Owns 75% or more of Focus Operating, LLC
Focus Financial Partners, LLC
Control person · since January 2007
- Owns 50% to 75% of Focus Financial Partners, LLC
Focus Financial Partners Inc.
Control person · since July 2018
- Owns 75% or more of Focus Financial Partners Inc.
Ferdinand FFP Acquisition, LLC
Control person · since August 2023
- Owns 75% or more of Ferdinand FFP Acquisition, LLC
Ferdinand FFP Intermediate Holdings, LLC
Control person · since August 2023
- Owns 75% or more of Ferdinand FFP Intermediate Holdings, LLC
Ferdinand FFP Parent, Inc.
Control person · since August 2023
- Owns 75% or more of Focus Financial Partners Inc.
Ferdinand FFP Ultimate Holdings, LP
Control person · since August 2023
- Owns 50% to 75% of Ferdinand FFP Ultimate Holdings, LP
CD&R Ferdinand Holdings, L.P.
Control person · since August 2023
- Owns 50% to 75% of CD&R Ferdinand Holdings, L.P.
Clayton, Dubilier & Rice Fund Xii, L.P.
Control person · since August 2023
- Owns 25% to 50% of CD&R Ferdinand Holdings, L.P.
CD&R Ferdinand Co-Investor, L.P.
Control person · since August 2023
The Portfolio Strategy Group’s regulatory assets grew from $1.98B (April 2021) to $2.62B (March 2026); clients rose from 379 to 480 and employees from 11 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $2.62B | 480 | 15 | 1 |
| March 2025 | $2.38B | 444 | 15 | 1 |
| March 2024 | $2.16B | 405 | 14 | 1 |
| June 2023 | $1.99B | 401 | 11 | 1 |
| July 2022 | $2.33B | 388 | 11 | 1 |
| April 2021 | $1.98B | 379 | 11 | 1 |
Besides its headquarters, The Portfolio Strategy Group has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 50 Main Street, Suite 1280, White PlainsHQ
Contact and registration details
- Legal name
- The Portfolio Strategy Group, LLC
- Headquarters
- 50 Main Street, Suite 1280, White Plains, NY 10606
- Website
- psgwealth.com
- Phone
- 914-288-4900
- @the-portfolio-strategy-group
- SEC file
- 801-77583
- Structure
- Delaware LLC
- Fiscal year end
- December
The Portfolio Strategy Group uses Charles Schwab ($2.32B) as custodian for its separately managed accounts. The Portfolio Strategy Group has custody of $415M in client assets for 289 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $2.32B100%
At year end, The Portfolio Strategy Group’s separately managed accounts were mostly in stocks (50%) and funds (28%).
What the accounts hold
- Stocks50%
- Funds28%
- Bonds14%
- State and local bonds7%
- U.S. government and agency bonds5%
- Investment grade corporate bonds2%
- Cash8%
How many clients does The Portfolio Strategy Group have?
The Portfolio Strategy Group has 480 clients and manages $2.62 billion for them, as of March 2026. They include 359 high-net-worth individuals, 46 individual clients, and 41 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does The Portfolio Strategy Group offer?
The Portfolio Strategy Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does The Portfolio Strategy Group charge?
The Portfolio Strategy Group charges 0.75% a year for its Separately Managed Accounts. The fee is billed in advance and is negotiable.
Source: THE PORTFOLIO STRATEGY GROUP ADV PART 2A, filed 26 March 2026
Which custodians does The Portfolio Strategy Group use?
The Portfolio Strategy Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $2.32B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does The Portfolio Strategy Group have?
The Portfolio Strategy Group has 1 investment adviser representative registered with state securities authorities, out of 15 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does The Portfolio Strategy Group invest in?
At the end of its last fiscal year, The Portfolio Strategy Group’s separately managed accounts held 50% exchange-traded equities, 28% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents, 7% state and local bonds, 5% U.S. government and agency bonds and 2% investment grade corporate bonds. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns The Portfolio Strategy Group?
The Portfolio Strategy Group is owned through a chain of holding companies by Ferdinand FFP Parent, Inc., CD&R Ferdinand Co-Investor, L.P. and Clayton, Dubilier & Rice Fund Xii, L.P. Its direct owner is Focus Operating, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does The Portfolio Strategy Group get paid?
The Portfolio Strategy Group is paid through a percentage of assets under management, hourly charges and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact The Portfolio Strategy Group?
The Portfolio Strategy Group’s main office is at 50 Main Street, Suite 1280, White Plains, NY 10606. Its phone number is 914-288-4900. Its website is psgwealth.com.