A complete list of active advisors currently associated with Squires Law & Squires Investments, LLC

Warmer can help you find a great advisor at Squires Law & Squires Investments, LLC or one who fits your needs even better.

Squires Law & Squires Investments, LLC operates as a combined law practice (Series A) and registered investment adviser (Series B), offering investment management, financial planning, and legal/tax services to individuals, trusts, foundations, corporations, pension plans, qualified plans and other investment advisers. The firm manages both discretionary and non-discretionary accounts and provides limited-scope consulting engagements and flat-fee planning in addition to portfolio management. The firm applies a total-portfolio, relative-value approach that emphasizes asset allocation, diversification, tax sensitivity, low-cost ETFs and periodic rebalancing, with implementation often staged via dollar-cost averaging and a general preference for holding positions beyond one year. It uses a mix of fundamental and quantitative analysis, including internally developed algorithm-based strategies focused on beta management and statistical concepts such as cointegration, and may employ custodian tools (including short positions) to manage portfolio beta. Distinctive features include the formal Series LLC structure that separates the law and investment advisory activities and the firm’s combination of legal, tax and investment credentials within the same entity, which enables integrated estate, tax and investment advice. The firm also provides consulting to other advisors, serves institutional and pension clients, may serve as trustee with viewing authority over client holding structures, and offers performance-based fee arrangements for qualified clients—elements that are uncommon among independent advisers.

To learn more about the advisors currently working at Squires Law & Squires Investments, 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
Aaron Squires	Reno, NV	14

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