# Portfolio Strategies

Portfolio Strategies is a Bank / Wealth / Trust based in Montvale, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Montvale, United States
- **Region:** North America
- **Address:** Montvale, NJ, United States
- **Founded:** 1983
- **Assets under management:** Undisclosed
- **Website:** portstrat.com
- **LinkedIn:** https://www.linkedin.com/company/portfolio-strategies

## About

Portfolio Strategies is an SEC-registered investment adviser in MONTVALE, NJ, registered since 1994. The firm manages approximately $1.0 billion in assets. It has 11 employees and 4 investment advisers.

## People

- David J. Abner — Chief Executive Officer and Chief Investment Officer

## Questions

### How does Portfolio Strategies construct its portfolios?

The firm relies on proprietary momentum and trend-following models to rotate capital across equity, fixed income, commodity, and alternative asset classes. Portfolios are implemented primarily through ETFs and mutual funds, making the vehicle selection itself part of the tactical allocation decision. This approach aims to capture persistent factor premiums while managing drawdown risk.

### Does the firm manage money directly or operate as a model provider?

Portfolio Strategies does both. It manages direct separate accounts for clients and also licenses its tactical allocation models to external registered investment advisors through platforms like SMArtX. This dual model allows the firm to scale its intellectual property without requiring those advisors to adopt a fully outsourced chief investment officer relationship.

### Does Portfolio Strategies explicitly avoid any market environments or asset classes?

The firm's systematic models are designed to identify deteriorating trends and rotate away from them, so avoidance is algorithmic rather than stated as a permanent exclusion. During extended sideways markets that lack clear momentum, the strategy has historically shifted toward cash or short-duration fixed income to preserve capital, as indicated by their tactical allocation discipline.

## Related profiles

- [Portfolio Medics](https://altss.com/profile/portfolio-medics)
- [Portfolio Wealth Advisors](https://altss.com/profile/portfolio-wealth-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

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