Services
P-Squared Capital Management offers three services.
Portfolio Management and Financial Advice 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, assessed and structured. 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 monitors your separately managed account in accordance with an agreed-upon strategy.
A Concentrated Best Ideas Equities Product is available for those clients who are capable of and wish to take on more risk for higher potential gains. This product is suitable for clients who wish to take above average risk for a portion of their investment portfolio. The Concentrated Best Ideas Equities Product is a selection of ten to fifteen common stocks that offer the potential for higher capital appreciation. Often these are securities that have a higher valuation and greater movement in price than the market overall.
An Enhanced Income Oriented Product is available for those clients who need an enhanced level of current income. This product uses a combination of common stocks, master limited partnerships, business development companies, high yield debt and other fixed income investments that generate an enhanced level of income.
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 your 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.
Client accounts are held at TD Ameritrade Institutional and can be accessed 24/7.
Portfolio Management and Financial Advice 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, assessed and structured. 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 monitors your separately managed account in accordance with an agreed-upon strategy.
A Concentrated Best Ideas Equities Product is available for those clients who are capable of and wish to take on more risk for higher potential gains. This product is suitable for clients who wish to take above average risk for a portion of their investment portfolio. The Concentrated Best Ideas Equities Product is a selection of ten to fifteen common stocks that offer the potential for higher capital appreciation. Often these are securities that have a higher valuation and greater movement in price than the market overall.
An Enhanced Income Oriented Product is available for those clients who need an enhanced level of current income. This product uses a combination of common stocks, master limited partnerships, business development companies, high yield debt and other fixed income investments that generate an enhanced level of income.
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 your 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.
Client accounts are held at TD Ameritrade Institutional and can be accessed 24/7.
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P-Squared Capital Management the power of perspective |
