Expert Facilitation of Portfolio Transactions Nationwide
Portfolio Investment Solutions serves as your trusted nationwide debt portfolio broker, connecting global buyers with quality sellers of distressed receivables. Based in Utah and serving clients across the country, we’ve built our reputation since 2013 on hard work, honesty, trust, and delivering exceptional results for market participants worldwide.
RMA Certified
We maintain active RMAI membership with all team members certified since 2015 (Certification #P1511-1147), demonstrating our commitment to industry best practices and ethical standards in every transaction we facilitate.
Our Approach to Portfolio Transactions
As your marketing consultant, we represent your organization with absolute integrity while efficiently managing the facilitation of portfolio transactions. Our Utah-based team provides personalized service nationwide, taking a holistic approach that focuses on building strong relationships and understanding your unique financial goals.
We specialize in marketing consulting for distressed receivables, providing a platform and marketplace for companies wishing to market their charged-off accounts. Our expertise spans multiple asset classes within the distressed receivables sector.
Comprehensive Services
Portfolio Marketing Consulting
Connecting sellers with qualified buyers and investors through our established global network
Transaction Facilitation
Streamlining the sale process from initial consultation through completion, ensuring smooth portfolio trade execution
Business & Financial Consulting
Strategic insight for portfolio management and investment strategy development
Risk Assessment Support
Helping clients evaluate opportunities and navigate market conditions
Location Information Services
Market intelligence and geographic analysis for informed investment decisions
Service Provider Connections
Linking clients with trusted industry partners and financial institutions
Why Choose Portfolio Investment Solutions?
- Global Reach, Local Expertise: Utah-based with nationwide service and international connections to investors and sellers
- Proven Track Record: Over a decade of successful portfolio transactions and satisfied clients
- Ethical Standards: Unbiased representation serving both buyers and sellers with absolute integrity
- Industry Knowledge: Deep understanding of bonds, distressed receivables, and alternative investment opportunities
- Hands-On Support: Guidance through every phase of your transaction, from strategy to completion
Supporting New Market Participants
We provide mentorship and referrals for businesses entering the distressed receivables market:
- Collection software solutions
- Merchant processing and cash management services
- Contingent placement opportunities
- Communication tools and phone systems
- Business development support for individual investors
Our experienced team offers the insight needed to navigate this asset class successfully while maintaining control over your business decisions.
Tailored Portfolio Strategies
Every client has unique investment objectives and financial goals. We develop customized portfolio strategies that align with your specific needs, whether you’re marketing distressed receivables or seeking quality investment portfolio opportunities. Our approach considers transaction values, market conditions, and your long-term vision for portfolio performance.
We understand the importance of interest rates, transaction type, and timing in maximizing returns. Our finance expertise and established relationships with reputable market participants ensure you receive professional investment advice throughout the process.
Get Started Today
Portfolio Investment Solutions4125 Rowberry Ln, Building CErda, UT 84074
Phone: (619) 776-3795Email: [email protected]
Business Hours:Monday-Friday: 8:00 AM – 5:00 PMSaturday-Sunday: By Appointment
