A complete list of active advisors currently associated with KSQ Financial Services LLC
Warmer can help you find a great advisor at KSQ Financial Services LLC or one who fits your needs even better.
KSQ Financial Services LLC provides discretionary and non‑discretionary asset management and financial planning and consulting to individuals, including high‑net‑worth clients. The firm manages about $14.2 million across a small client base and delivers ongoing portfolio management and tailored financial plans and consultations. Investment decisions are guided by client‑specific objectives and a mix of fundamental and technical analysis, with documented client profiles, periodic reviews for rebalancing and consideration of tax‑loss harvesting. KSQ offers both discretionary trading authority and non‑discretionary engagements and allows clients to impose written investment restrictions (examples listed include screens for firearms, cannabis, fossil fuels, abortion, and other social criteria). Noteworthy operational features include a requirement that clients use Charles Schwab as custodian and the firm’s practice of managing accounts separately rather than aggregating trades, which can affect execution. The firm also disclaims proxy voting (clients receive and vote their own proxies), reports receipt of custodial research/soft‑dollar benefits, and notes the principal maintains a small unrelated outside business (about 5% of her time), items prospective clients may wish to consider when evaluating conflicts and trade handling.
To learn more about the advisors currently working at KSQ Financial Services 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 |
|---|---|---|
Halifax, MA
| 32
|
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