Portfolio Solutions Location: Troy, Michigan Description: Comprehensive wealth planning and investment services firm AUM: $1.5 billion for 600 client relationships Implementation Year: 2014 BACKGROUND: — Transitioned firm structure from a legacy investment manager to a comprehensive wealth management firm — Selected Black Diamond in 2014 to transition clients to the new, full-service model — Seeking a scalable, integrated rebalancer BENEFITS: — Re-framed client relationships and re-positioned Portfolio Solutions ® as a full-service wealth management firm — Gained operational efficiencies and an enhanced client experience — Streamlined the rebalancing process by having a feature-rich, integrated solution blackdiamond.advent.com | info@advent.com Reinventing th

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