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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