STRATEGIC PORTFOLIO SOLUTIONS, LLC

Overview

Strategic Portfolio Solutions, LLC is an independent registered investment adviser organized as an LLC and entered SEC registration in 2024. The firm is owned by an individual and positions itself as a capital allocator for private clients, serving individuals and families. Its advisory services focus on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third-party advisers — effectively operating as a manager-of-managers in some cases. The firm also conducts insurance brokerage activities, which aligns with its use of annuity products as part of client solutions. Compensation is a mix of asset-based fees and fixed fees. The snapshot notes the firm is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices