Halbert Wealth Management has entered into new relationship with Portfolio Strategies (PSI) of Tacoma, Washington.
PSI offers many active management strategies designed to earn attractive returns while also managing the risks of being in the market.
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These include some programs that were formerly offered by Purcell Advisory Services, plus some new and exciting programs developed by PSI.
Gary Halbert, president and CEO said: "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."
Halbert has been active in the investment and money management business for over 35 years, starting as a commodities broker specializing in hedging. In the 1980s, Gary’s firm launched a publicly-offered multi-manager futures fund, making alternative investments available beyond the ranks of wealthy investors. In 1995, Gary formed Halbert Wealth Management to expand the types of actively-managed investment solutions available to his clients.
HWM is an SEC Registered Investment Advisor located in Austin, Texas.
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