Client Logins

Portfolio Design Services, LLC

Independent Investment Advisers

Who We Are
- Firm History
- Our Team
Who We Serve
Our Process
FAQ
Blog
Resources
Disclosure
Ramsey
Contact

Disclosure

Documents

PDS Disclosure Brochure

Disaster Preparedness Disclosure

PDS Privacy Notice

Client Relationship Summary

Contact

Bruce Swanson, President
100 Hilltop Road
Roanoke, VA 24014
Phone 540-400-0053
bruce@pdsadvisers.com

Brad Olson, Vice President
122 N. 2nd Street
River Falls, WI 54022
Phone 715-629-9095
Cell Phone 715-441-0259
brad@pdsadvisers.com

Tonya Swinnea, Investment Adviser Representative
Phone 715-318-3725
tonya@pdsadvisers.com

Angela Tille, Investment Adviser Representative
Phone 715-629-9095
Cell Phone 715-821-9251 angela@pdsadvisers.com

Contact Us

Privacy Policy

Who We Are
Who We Serve
Our Process
FAQ
Blog
Resources
Disclosure
Ramsey
Contact

© 2023 Portfolio Design Services, LLC