A complete list of active advisors currently associated with Bsquare Investalytix LLC
Warmer can help you find a great advisor at Bsquare Investalytix LLC or one who fits your needs even better.
BSQUARE INVESTALYTIX LLC is a solo independent registered investment adviser that provides discretionary portfolio management and a subscription-based market recommendation service primarily to high‑net‑worth individuals. Like many independent firms, it focuses its advice on equities and ETFs and prepares individualized Investment Policy Statements with ongoing portfolio monitoring. The firm combines charting, cyclical, fundamental and technical analysis and employs long‑term and short‑term trading alongside options strategies, including covered and uncovered option positions. BXBINVEST generally operates with discretionary trading authority and documents risk tolerances and allocation decisions to guide portfolio implementation. Notably, the firm accepts performance‑based fees for qualified clients and maintains side‑by‑side management policies to address conflicts between performance‑fee and non‑performance accounts, which is uncommon among peers. It also offers a standalone subscription research service (provided at no additional charge to its portfolio management clients) and concentrates its client base on high‑net‑worth individuals rather than serving lower‑net‑worth individual clients.
To learn more about the advisors currently working at Bsquare Investalytix LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Kendall Park, NJ
| 1
|
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