Founder Bruce Swanson began his financial services career by joining Prudential Securities (formerly Bache Halsey) in 1983 as a registered representative and became branch manager for the branches in the US Virgin Islands in 1990. Bruce and his family survived the devastation of Hurricane Hugo in 1989 which lead Bruce to be a regional coordinator for Lutheran Disaster Response, a major provider of the hurricane recovery in the USVI.
In 1993 Bruce moved his family to Tampa FL and became a Principal with Beacon Advisors, a registered investment advisor firm. In 1997 Bruce joined Dale K. Ehrhardt, Inc. (DKE) where he took an active role on the investment committee, participated in portfolio management, and worked with other financial professionals who referred their clients for investment counsel.
Portfolio Design Services was created in 2002 as a LLC. The Firm is focused on comprehensive financial planning, portfolio audits and design, and money management. In 2007 we strengthened the Firm by adding Bradley Olson as our research manager. Bradley is the key person for client relationships and supports the day to day operations. J. Michael Cummins joined in 2010 as an investment advisor representative and shares a long career in insurance planning and charitable giving techniques.