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Portfolio Strategies Investment Managers

A Shift in Thinking. Proprietary Due Diligence Process. After decades of partnering with Advisors and seeing first hand the obstacles they face, we were inspired to create solutions to address today’s challenges and reshape the advisor-client experience. Reshaping The Advisor-Client Experience. Learn More. ]. Hybrid Investment and Technology. Platform built with CARE. It is time for folklore to be replaced with reality. Roger Ibbotson, Professor of Finance at Yale School of Management. Learn More. ].

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Portfolio Strategies Investment Managers | psimms.com Reviews

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A Shift in Thinking. Proprietary Due Diligence Process. After decades of partnering with Advisors and seeing first hand the obstacles they face, we were inspired to create solutions to address today’s challenges and reshape the advisor-client experience. Reshaping The Advisor-Client Experience. Learn More. ]. Hybrid Investment and Technology. Platform built with CARE. It is time for folklore to be replaced with reality. Roger Ibbotson, Professor of Finance at Yale School of Management. Learn More. ].

<META> KEYWORDS

1 about us

2 our mission

3 executive team

4 investments

5 market movement solutions

6 technology

7 advanced technology solutions

8 clients seek guidance

9 advisors need solutions

10 a next generation

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about us,our mission,executive team,investments,market movement solutions,technology,advanced technology solutions,clients seek guidance,advisors need solutions,a next generation,larity a,ccess r,esearch e,volution,learn more,investment headlines

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Portfolio Strategies Investment Managers | psimms.com Reviews

https://psimms.com

A Shift in Thinking. Proprietary Due Diligence Process. After decades of partnering with Advisors and seeing first hand the obstacles they face, we were inspired to create solutions to address today’s challenges and reshape the advisor-client experience. Reshaping The Advisor-Client Experience. Learn More. ]. Hybrid Investment and Technology. Platform built with CARE. It is time for folklore to be replaced with reality. Roger Ibbotson, Professor of Finance at Yale School of Management. Learn More. ].

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psimms.com

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Portfolio Strategies Investment Managers – At the Forefront of Industry Evolution

http://psimms.com/mission

A Shift in Thinking. Proprietary Due Diligence Process. At the Forefront of Industry Evolution. At the Forefront of Industry Evolution. Changing the Way You and Your Clients View Investing. A New Way of Thinking. A Shift in Thinking. Old habits die hard. A new approach to investing. India Provides Some New Highs While U.S. Markets Continue To Flatten. August 31, 2016. Three Top-Rated Software Stocks To Watch In The IBD 50. August 31, 2016. August 31, 2016. August 31, 2016.

2

Portfolio Strategies Investment Managers – Premier Investment Capabilities

http://psimms.com/premier-investment-capabilities

A Shift in Thinking. Proprietary Due Diligence Process. Providing your clients with complete investment accessibility. Investment Talent without Boundaries. Our industry has evolved over the last few years with new investment solutions being introduced with less exclusivity. Investment capability once reserved only for institutions and high-net-worth investors is accessible now to more investors in many different forms and products. Complete Investment Flexibility and Accessibility. August 31, 2016.

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Portfolio Strategies Investment Managers – Executive Team

http://psimms.com/executive-team

A Shift in Thinking. Proprietary Due Diligence Process. David Jajewski, Managing Partner and Chief Compliance Officer, Portfolio Strategies, Inc. John Williamson, Managing Partner, Portfolio Strategies, Inc. India Provides Some New Highs While U.S. Markets Continue To Flatten. August 31, 2016. Three Top-Rated Software Stocks To Watch In The IBD 50. August 31, 2016. Facebook's Action Has Been Frustrating: Is That About To Change? August 31, 2016. August 31, 2016.

4

Portfolio Strategies Investment Managers – Market Movement Solutions

http://psimms.com/market-movement-solutions

A Shift in Thinking. Proprietary Due Diligence Process. Reshaping the Investor Experience – Multi-Mandate Approach to Investing. It is through the combination of mandates that we can achieve greater diversification, more effective risk management and enhance investor returns. Mandate 1: Market Movement. Mandate 2: Tactical Market Movement. Mandate 3: Market Movement Diversifiers. Fully engage in markets, seeking full participation. Adjust risk in portfolios while opportunistically allocating to attractiv...

5

Portfolio Strategies Investment Managers – RiskPro®: The World’s First Virtual Portfolio Strategist

http://psimms.com/riskpro-the-worlds-first-virtual-portfolio-strategist

A Shift in Thinking. Proprietary Due Diligence Process. RiskPro: The World’s First Virtual Portfolio Strategist. RiskPro: The World’s First Virtual Portfolio Strategist. RiskPro: The World’s First Virtual Portfolio Strategist. India Provides Some New Highs While U.S. Markets Continue To Flatten. August 31, 2016. Three Top-Rated Software Stocks To Watch In The IBD 50. August 31, 2016. Facebook's Action Has Been Frustrating: Is That About To Change? August 31, 2016. August 31, 2016.

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lainewealthmanagement.com

Portfolio Managers | Laine Wealth Management

http://www.lainewealthmanagement.com/portfolio-managers

126 Lomita Street El Segundo, CA 90245. Phone: (310) 568-4516 Fax: (310) 568-2008. About LAINE WEALTH MANAGEMENT. Client Bill of Rights. In regards to portfolio management, we do recommend the Sailing and Rowing video. That discusses the importance of not only diversification of asset classes, but even more importantly, diversification of investment strategies.*. Securities offered through LPL Financial, Member FINRA/SIPC. Assetmark and LPL Financial are not affiliated.). About LAINE WEALTH MANAGEMENT.

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Institutional Platform Services | The Elements Financial Group

http://tegadvisor.com/institutional-platform-services

Market Movement Solutions was built by a team of highly experienced industry professionals with one goal in mind to keep Advisors on the forefront of industry trends and help redefine the Advisor-Client experience. The platform itself is portable and licensed for use through:. The Elements Financial Group. 2077 West Pacific Coast Highway. Newport Beach, CA 92663. 2013 The Elements Financial Group. Powered by SqueekPress.

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A Shift in Thinking. Proprietary Due Diligence Process. After decades of partnering with Advisors and seeing first hand the obstacles they face, we were inspired to create solutions to address today’s challenges and reshape the advisor-client experience. Reshaping The Advisor-Client Experience. Learn More. ]. Hybrid Investment and Technology. Platform built with CARE. It is time for folklore to be replaced with reality. Roger Ibbotson, Professor of Finance at Yale School of Management. Learn More. ].

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