A complete list of active advisors currently associated with PI Square Capital, LLC

Warmer can help you find a great advisor at PI Square Capital, LLC or one who fits your needs even better.

The firm provides discretionary investment supervisory services to individuals, trusts, corporations and pension plans and generally charges percentage-of-assets fees for ongoing portfolio management. It may also deliver advice on non-securities matters, most commonly insurance, when clients request and expressly agree in writing. Its investment approach combines fundamental and technical analysis with modern portfolio theory and a tactical asset allocation framework; the firm may use negatively correlated mutual funds or ETFs and, at clients’ request, margin to implement strategies. Accounts are reviewed on an ongoing basis with at least quarterly portfolio reviews to align allocations with each client’s goals, time horizon and risk tolerance. What is distinctive about the firm is that its principal is also a licensed insurance agent and spends a material portion of time (about 20%) on insurance activities, with the potential to receive sales commissions for insurance products — a practice that creates a potential conflict of interest and is disclosed in the brochure. The firm manages a relatively small amount of discretionary assets (approximately $2.28 million as of year-end 2021) and relies on its principal for portfolio oversight, a structure that concentrates operational and key‑person risk.

To learn more about the advisors currently working at PI Square Capital, 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.