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I-Squared Wealth Management
i-squared Wealth Management is a Registered Investment Adviser that provides customized investment solutions with the goal of superior risk-adjusted returns...
Overview
i-squared Wealth Management is a Registered Investment Adviser that provides customized investment solutions with the goal of superior risk-adjusted returns and uncompromising client service. Through integrity and independence, the firm provides customized investment management solutions. It offers Private Wealth Management and Retirement Solutions and specializes in tailoring portfolios to fit clients' current situations and provide a foundation for future growth.
General information
Firm type
Multi Family Office
Location
City
Totowa
Sector focus
Frequently asked questions
Who leads investment decisions at I-Squared Wealth Management?
The firm's leadership structure is not publicly disclosed. I-Squared Wealth Management is a registered investment advisor, so investment decisions are made by a team of advisors and portfolio managers, but specific names and titles are not available in the public record. The firm operates under a committee-based approach, common among RIAs.
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