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Portfolio Design Services, LLC

Independent Investment Advisers

  • Who We Are
    • Firm History
    • Our Team
  • Who We Serve
    • Households
    • Businesses
    • Foundations & Not For Profits
  • Our Process
  • FAQ
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  • Disclosure
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Households

There is a lot of noise in the investment world. Choosing investments and the right adviser can be a difficult task.   With your goals in mind we manage all investment and financial aspects of your life. Our initial discovery process drives what services we propose.

Contact us to schedule a short discovery meeting

Service Highlights:

  • Annual client meetings on portfolio performance
  • Collaboration with other professionals serving you, e.g., estate attorneys, accountants and insurance professionals
  • Tax efficient money management
  • Financial projections
  • Insurance reviews
  • Investment management for trusts

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

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