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Portfolio Design Services, LLC


Financial Services

About Us

Portfolio Design Services, LLC is a wealth management firm of independent registered investment advisors. We design investment portfolios for households, endowments and institutional retirement plans. We are committed to understanding our client’s goals and creating investment portfolios that reflect those goals. A clear investment strategy offers peace of mind and the freedom to pursue more meaningful endeavors.


Office Associate
Category: Office
GENERAL JOB DESCRIPTIONProvides administrative support to our financial advisory team. The position is part-time, 3 to 5 days per week (Monday-Friday) with paid holidays.  Flexible daytime hours and is located in our River Falls office. ESSENTIAL FUNCTIONS INCLUDE BUT ARE NOT LIMITED TO:Assisting advisors in preparing for prospect and client meetings and completing follow-up tasks.Entering data more
Phone:(715) 441-0259

Rep/Contact Info

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Bruce Swanson

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