A complete list of active advisors currently associated with I-Squared Wealth Management, Inc.

Warmer can help you find a great advisor at I-Squared Wealth Management, Inc. or one who fits your needs even better.

I‑Squared Wealth Management provides discretionary asset management and institutional investment consulting to individuals, high net worth clients and retirement plans, and offers defined retirement plan consulting to employer plan sponsors. The firm’s advisory services include portfolio construction using individual stocks, bonds, ETFs, mutual funds, options, hedge funds and other public and private securities, with ongoing monitoring and rebalancing. The firm uses fundamental analysis and a broad set of portfolio strategies — including long and short positions, trading, option writing, hedging and margin transactions — and states it may employ derivatives and structured credit strategies when appropriate to client objectives. Portfolios are tailored to client goals and risk tolerances, and retirement plan engagements include assistance with Investment Policy Statements, investment option review, asset allocation models and participant education; the brochure also acknowledges the firm’s ERISA fiduciary role where applicable. What distinguishes this solo independent adviser is the breadth of strategies and instruments referenced in its Form ADV, including the explicit use of borrowing, derivative instruments, short sales and alternative credit structures in managed accounts, combined with an institutional retirement plan consulting practice. The firm’s materials also reference third‑party ratings and disclose board relationships with several closed‑end funds (with a stated practice of not recommending those products), a mix of features that is uncommon for similarly sized independent advisers.

To learn more about the advisors currently working at I-Squared Wealth Management, Inc., 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.