Who We Are
The TownSquare investment platform is a flexible chassis designed to augment our client’s current investment program. Our clients include wealth advisory firms and institutions such as family offices, corporations, endowments, foundations and governments. Our services are offered a-la-carte or as a turn-key investment and operations team.
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What We Do
Our clients rely on us for money manager vetting, portfolio construction and management, efficiency and structure audits, tax optimization, and our full-service trading operations including traditional execution and model-delivery. For full-service clients we also oversee compliance and back-office functions such as fee-billing, reporting, etc.
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Our Philosophy
We seek to add value to client portfolios with best-of-breed, strategically unique investment and trading strategies while optimizing the relative risk, cost-efficiency, and tax impact on their portfolios. We believe there are no shortcuts or gimmicks to wealth creation; great investing is the result of buying high-quality assets at compelling prices.
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Quarterly Market Update Webinar
Sign up to register for our Quarterly Market Update webinars, hosted by Kurt Brown, CIO. Kurt and the rest of the team share their take on current economic and market conditions. Click here to register for the upcoming economic and market update. A replay link and a copy of the slides will be emailed out after the call to all that register.
Click here to watch the prerecorded Q3-2022 Market Outlook (recorded 7/6/2022)