Squires Law & Squires Investments, LLC

Overview

Squires Law & Squires Investments, LLC operates as an independent registered investment adviser that is integrated with legal and accounting services. The firm serves both individual and family clients as well as institutional clients and acts as a capital allocator—selecting managers and constructing portfolios across a range of fee arrangements. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting support and educational seminars. Investment activity is equity‑centric: the firm shows a clear preference for exchange‑traded equities as its primary building block while also using mutual funds. It manages both discretionary and non‑discretionary mandates and offers a flexible fee model that includes percentage‑of‑AUM, hourly, subscription, fixed and performance‑based fees. The firm does not identify itself as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices