Halbert Wealth Management to offer investment programmes by Portfolio Strategies
Halbert Wealth Management has entered into a relationship with Portfolio Strategies Inc (PSI) of Tacoma, Washington, whereby Halbert will now offer PSI’s active management strategies.
These strategies include some programmes that were formerly offered by Purcell Advisory Services, plus some new programmes developed by PSI.
Gary D Halbert, president and CEO, says: “Halbert Wealth Management is looking forward to working closely with PSI in the future to continue to provide our clients with active management strategies. We are also looking at some of their other programs as new investment opportunities for our clients.”
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