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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
  • Blog
  • Resources
  • Disclosure
  • Ramsey
  • Contact

Foundations & Not For Profits

As a firm we have a rich personal history in serving not for profit entities. We realize that the mission comes first and effective money management is a crucial step in fulfilling that mission.

Contact us for a short discovery meeting

Service Highlights:

  • 401(k), 403(b) and 457 plans
    • Act as a Fiduciary
    • One on one education meetings with staff
    • Quarterly committee meetings
    • Plan oversight
    • Investment management
  • Endowments and Reserve Accounts
    • Fiduciary status
    • Quarterly Investment Performance Reports
    • Governance
    • Investment Management
    • Cash Flow Analysis

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

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