A complete list of active advisors currently associated with P-Squared Capital Management

Warmer can help you find a great advisor at P-Squared Capital Management or one who fits your needs even better.

The firm provides discretionary portfolio management to individual and family clients, managing separate accounts and communicating performance and portfolio appraisals at least quarterly. It generally charges fees based on assets under management and tailors allocations to client-specific factors such as age, net worth, risk tolerance, and income. Investment decisions combine top-down macro analysis with bottom-up company research and draw on fundamental, technical, and quantitative methods. Portfolios may include individual large-cap and speculative equities, ETFs, fixed income, and alternative investments, and accounts are grouped into strategy profiles such as ETF-only allocations or a Concentrated Best Ideas strategy that holds selected individual positions. Distinctive operational features include a requirement that clients custody assets at a single broker-dealer to support the firm’s account management software and a stated absence of wrap-fee arrangements or third-party compensation. The firm’s lead adviser adheres to the CFA Institute Code of Ethics, periodically invests personal or family funds in some of the same securities (sometimes initiating personal trades prior to client trades), and does not vote client proxies, which custodians forward directly to clients.

To learn more about the advisors currently working at P-Squared Capital Management, 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.