Capital Squared Financial LLC

Asitha De Silva is a CFA® charterholder with six years of industry experience. He is currently with Capital Squared Financial LLC and has previously worked at Rock Den Advisors, Sweetbay Capital Management, UBS AG, and UBS Securities. Outside of his advisory role, Mr. De Silva is a shareholder in MRQ Holdings, a property investment and charitable foundation in Sri Lanka, though he has no operational duties there. Capital Squared Financial provides wealth management, investment management, and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm uses a combination of passive and active investment vehicles guided by modern portfolio theory and offers socially responsible investment options upon client request.

I specialize in helping clients with Tax-Efficient Retirement Planning and Investment Management. I can help you: (1) assess your overall retirement preparedness, (2) design an actionable and easy-to-understand plan to achieve your goals, (3) develop an investment strategy that matches your specific needs and preferences. Over the past 15 years in the wealth management industry, I had an opportunity to work at one of the most prominent investment management firms, a boutique firm that focused entirely on stock research and later at one of the top regional RIA firms. I also co-founded a wealth management group that was later acquired by a CPA firm. In his previous role as the Chief Investment Officer (CIO), I directed the management of over $350,000,000 in assets on a discretionary basis for over 150 individuals, families and trusts. I developed numerous financial plans for a diverse group of clients which gave me a deep understanding of what is needed to create a personalized and comprehensive plan. Visit our website to learn more: www.csqfinancial.com Schedule a free consultation: https://calendly.com/alex-seleznev-csf/csf-intro-meeting I look forward to talking with you!