By The Square Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment supervisory services and financial planning to individuals, trusts, 401(k) plans, fraternal organizations and nonprofit entities. Services include developing a written Investment Policy Statement, discretionary portfolio management, trading and rebalancing, and retirement-plan advisory support.
Portfolios are constructed from a mix of mutual funds, ETFs, equities, fixed income, REITs, closed-end funds and options, with investment decisions informed by both fundamental and technical analysis and a documented risk-tolerance assessment. The firm typically works under discretionary authority, conducts regular portfolio monitoring and may aggregate block trades to manage execution and transaction costs.
What distinguishes the firm from many peers is the integration of tax and administrative services into its offering: management holds a tax credential and the advisory platform provides trust tax preparation, 401(k) payroll work and coordination of trust formation with outside counsel. The firm’s client mix, which explicitly includes fraternal lodges and 501(c)(3)/(c)(10) organizations, and its combination of investment management with in-house tax/plan administration, is less common among independent advisors.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1% $500,001 - $1,000,000: 1% $1,000,000+: 1%
$350/hour
Account minimum: $150,000
Main office
Boston MA
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
By The Square Investments · By The Square Investments LLC
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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