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P-Squared Capital Management is an investment advisory and financial asset management firm.
Our primary service is portfolio management and financial advice. In close consultation with you, we assess your financial situation, investment goals and tolerance for risk, then create and execute an investment strategy uniquely suited for your portfolio. We monitor your account on a daily basis. Investments are not co-mingled; your portfolio is separately managed from other clients' accounts. P-Squared uses its discretion to place trades in your account and takes investment action appropriate to changing market conditions.
In addition to our primary service, we also offer two distinct investment strategies: a concentrated best ideas equities strategy; and an enhanced, income-oriented strategy. You may choose to have a portion of your overall portfolio managed using one or both of these strategies.
P-Squared Capital Management was established in 2003. We are a Registered Investment Advisor (RIA) that claims compliance with the CFA Institute Global Investment Performance Standards (GIPS) ®. P-Squared has not been independently verified.
Joseph L. Pellegrino, CFA is the founder, principal advisor and portfolio manager.
Our primary service is portfolio management and financial advice. In close consultation with you, we assess your financial situation, investment goals and tolerance for risk, then create and execute an investment strategy uniquely suited for your portfolio. We monitor your account on a daily basis. Investments are not co-mingled; your portfolio is separately managed from other clients' accounts. P-Squared uses its discretion to place trades in your account and takes investment action appropriate to changing market conditions.
In addition to our primary service, we also offer two distinct investment strategies: a concentrated best ideas equities strategy; and an enhanced, income-oriented strategy. You may choose to have a portion of your overall portfolio managed using one or both of these strategies.
P-Squared Capital Management was established in 2003. We are a Registered Investment Advisor (RIA) that claims compliance with the CFA Institute Global Investment Performance Standards (GIPS) ®. P-Squared has not been independently verified.
Joseph L. Pellegrino, CFA is the founder, principal advisor and portfolio manager.
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P-Squared Capital Management the power of perspective |
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