Platform
Client accounts are held at TD Ameritrade Institutional and can be accessed 24/7.
P-Squared is committed to a high level of service and transparency. P-Squared communicates clearly, timely and insightfully. Clients are notified of trades electronically and receive monthly statements from TD Ameritrade Institutional. Separately, P-Squared sends a report on a quarterly basis that provides an overview of their entire portfolio, details on account holdings, and performance. In addition, we send out periodic updates and commentary that is pertinent to your portfolio and your investments.
P-Squared is committed to a high level of service and transparency. P-Squared communicates clearly, timely and insightfully. Clients are notified of trades electronically and receive monthly statements from TD Ameritrade Institutional. Separately, P-Squared sends a report on a quarterly basis that provides an overview of their entire portfolio, details on account holdings, and performance. In addition, we send out periodic updates and commentary that is pertinent to your portfolio and your investments.