A complete list of active advisors currently associated with 12 Squared

Warmer can help you find a great advisor at 12 Squared or one who fits your needs even better.

12 Squared provides portfolio management and financial planning to individuals (including high‑net‑worth clients), small corporations, pension and profit‑sharing plans, trusts, and estates. The firm manages most accounts on a percentage‑of‑assets basis and also accepts hourly engagements for focused advice and portfolio analysis. The firm follows a long‑term, diversified approach built around a conservative core of open‑end mutual funds and an Investment Policy Statement tailored through client interviews and questionnaires. Research methods include charting, fundamental and technical analysis, and the firm may use a wide range of investment vehicles—closed‑end funds, ETFs, REITs, MLPs/LLPs, options and, for qualified clients, private equity or hedge funds—depending on client sophistication and needs. Uncommonly for firms of its type, the brochure discloses relationships with business development companies and pooled investment vehicles as client types. The adviser is also a licensed insurance agent who may recommend and sell life insurance and annuities (earning commissions that the brochure says are typically a small fraction of total revenues), so commissions and insurance‑product compensation can occur alongside the firm’s primary AUM fee model.

To learn more about the advisors currently working at 12 Squared, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.