By The Square Investments

Overview

By The Square Investments is a small, independent registered investment adviser organized as a limited liability company that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm combines advisory services with accountant-related capabilities, which suggests attention to tax efficiency and integration of tax planning into investment decisions. Its fee model mixes a percentage-of-AUM charge with hourly billing for planning or consultative work. Investment activity centers on equities. The firm’s filings show a clear preference for exchange-traded equities as the primary vehicle for client portfolios. By The Square Investments is not positioned as a capital allocator or pension consultant; it does not report active ESG investing and operates as a boutique, single-office adviser rather than a multi-state platform.

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Location & Offices