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- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-15-1983
- Office Locations
- 2
Office Locations
About Portfolio Strategies INC
Portfolio Strategies Inc. provides professional, discretionary portfolio management and investment programs for individuals and institutions including corporations, nonprofits, and endowments. The firm uses proprietary risk-tolerance methods and asset-allocation/risk-management approaches designed for multiple market environments, often implemented with ETFs and mutual funds. Platform presence includes Envestnet and custody relationships such as Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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Owner & Executives
DAVID JAMES JAJEWSKI
Chief Compliance Officer, Chief Executive Officer
- CRD
- #1691466
- Ownership
- 50% but less than 75%
JOHN DEFORREST WILLIAMSON
Owner
- CRD
- #2357023
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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Michelle Rene Huffman
Operations Manager
- CRD
- #2234123
ANDREW DAVID MIRKOVICH
--
- CRD
- #2204828
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,213,258 | $169,068 |
| Non-Discretionary | $0 | -- |
| Total | $50,213,258 | $169,068 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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