A complete list of active advisors currently associated with Providence Squared LLC
Warmer can help you find a great advisor at Providence Squared LLC or one who fits your needs even better.
The firm provides discretionary investment management and financial planning/coaching to individuals, families, businesses, family offices, trusts, estates, and charitable organizations, and generally incorporates employer‑sponsored retirement and other company plans into clients’ overall financial plans. It also accepts standalone, project‑based advisory engagements on an hourly or retainer basis when appropriate. Investment management is centered on a proprietary T Alpha Portfolio that holds only long equity positions or cash‑like reserves and combines fundamental, quantitative, cyclical, and technical inputs to seek alpha while prioritizing downside mitigation. The firm operates an open‑architecture model that pairs multiple complementary strategies as a best‑fit approach, may delegate execution to third‑party co‑advisors, and performs systematic account reviews at least monthly. Noteworthy distinctions include a relatively concentrated asset base for a solo independent adviser—managing approximately $10.4 million across about 41 accounts—and a $1 million household minimum for certain standalone T Alpha arrangements that are delivered via co‑advisor fee‑sharing relationships. The firm also highlights use of low‑cost, trade‑free securities within its proprietary strategy, avoids wrap fee programs and custody of client assets, and offers a broader suite of non‑investment advisory services (for example, real estate and rental property guidance, business strategy and team‑building support, and estate/succession planning) that may be provided outside the standard investment agreement.
To learn more about the advisors currently working at Providence Squared 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 |
|---|---|---|
Ooltewah, TN
| 23
|
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