Services
Portfolio Management is our core service. An investment strategy is developed in consultation with clients whereby each client's financial objective, need for current income, and tolerance for risk are discussed and assessed. P-Squared recommends an overall portfolio allocation by asset class - equities, alternative investments, fixed income, and cash - and is responsible for selecting the specific investments.
P-Squared is committed to a high level of service and transparency. P-Squared attempts to communicate clearly, timely and insightfully. Clients are notified of trades electronically and receive monthly statements from Charles Schwab, their broker-dealer. P-Squared sends to clients a quarterly report that provides an overview of their portfolio, details on account holdings, and performance.
Client accounts are held at Charles Schwab and can be accessed 24/7.