Home > Account Administration > Legal disclosures

Legal disclosures

DISCLOSURE DOCUMENTS

Portfolio Solutions, LLC Form ADV Part I

The ADV Part I is a Security and Exchange Commission (SEC) filing that all current and potential clients must receive. It provides the basic business structure of Portfolio Solutions and explains how we are legally registered. This file can be printed.

Portfolio Solutions ADV Part II

The ADV Part I is second SEC filing that provides details of the services we offer as well as the backgrounds of principals. It also includes a narrative of our fees, how we conduct business, and any business interests we are engaged in. This file can be printed.

Privacy Statement

Portfolio Solutions adheres to strict principals of client privacy. It is an SEC requirement to provide clients with an annual statement of privacy that outlines out policies and restrictions on the issues. This file can be printed.

Portfolio Solutions is registered and regulated by the U.S. Securities and Exchange Commission (SEC). The SEC requires that all clients and potential clients have access upon request a copy of Form ADV Part II which outlines important information about Portfolio Solutions, business methods, fees, professional qualifications and all other pertinent business information.