A complete list of active advisors currently associated with By The Square Investments

Warmer can help you find a great advisor at By The Square Investments or one who fits your needs even better.

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.

To learn more about the advisors currently working at By The Square Investments, 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.