Our clients are individuals, companies, and institutions.  We manage individual bond and equity portfolios for clients with $250,000 and above and service company 401(k) plans with at least $1,000,000 in total assets.


Corporate retirement plan advisory is our core competency.  We manage over $60 million in company retirement plans across the United States.  Different from most advisors on plans, we take a very engaged, active role in educating participants, servicing the plan, and attending to key details.  To find out what truly makes us different, please see our Value Proposition.


As representatives of TownSquare Capital, LLC, we offer individual clients competitive, best of breed investment portfolios which are strategically unique.  We provide thoughtful, deliberative asset-allocation and risk-management services to clients in the wealth acquisition and distribution phases.  If you’d like to learn more about how we manage assets for individual clients, please contact us.


Family Offices, Corporations, Endowments, Foundations and Governments entrust us with managing their assets within the narrow parameters of investment policy statements designed to mitigate risk and maximize return.  Our allegiance is to our clients alone, without obligations to prescribe particular asset management teams. For more information, please contact us.