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Portfolio Strategies Inc NY
Portfolio Strategies is an independent, SEC-registered investment adviser with offices in Montvale and Jackson, New Jersey. For over four decades, the firm...
Overview
Portfolio Strategies is an independent, SEC-registered investment adviser with offices in Montvale and Jackson, New Jersey. For over four decades, the firm has served individuals, families, trusts, retirement plans, corporations, and nonprofit organizations. Portfolios are primarily constructed using exchange-traded funds (ETFs). The firm operates as a fiduciary and investment decisions are directed by Paul (Feivel) Kirshenbaum, PhD.
General information
Location
Region
North America
Country
United States
City
Montvale
Corporate office
New York, NY, United States
Principals
Paul (Feivel) Kirshenbaum
Founder and Chief Investment Strategist
Zev Katz
Chief Operating Officer
Yisroel Spiegel
Investment Advisor
Aron Soifer
Director of Sales
Frequently asked questions
Does Portfolio Strategies Inc NY invest in any known companies?
No known portfolio companies or investments have been reported in any public source. The firm's investment activity is entirely opaque.
Has Portfolio Strategies Inc NY been involved in any recent legal or regulatory actions?
No public records indicate any legal or regulatory actions involving the firm. It maintains a low public profile with no known disputes or enforcement events.
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