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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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Businesses

Over the course of running a business there are times when money needs to be invested and managed. We serve business owners in a variety of ways.

Contact us to schedule a short discovery meeting

Service Highlights:

  • 401(k)s
    • ERISA defined fiduciary
    • One on one education meetings with staff
    • Quarterly committee meetings
    • Plan oversight
    • Investment management
  • Solo 401(k)s, Simple IRAs, SEP IRAs
  • Defined benefit plans or cash balance plans
  • Corporate accounts managed to optimize tax savings
  • Fiduciary committee assembly

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

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