We are an independent, turn-key asset management platform for family offices, wealth advisors, corporations, governments, and foundations. We arm our clients with best-of-breed, competitive, and strategically unique investment strategies. We adhere to the time-tested philosophy that there are no shortcuts or gimmicks to wealth creation - - great investing is the result of buying high-quality assets at compelling prices. Each investment strategy and money manager added to the TownSquare platform passes a strict set of criteria prior to approval including:
We eliminate the conflicts of interest common to most advisory firms: We are not beholden to any bank, brokerage, or insurance company to distribute their in-house products. Our clients pay us the same fee regardless of the type of investment solution we create; therefore, we are not incentivized to sell our clients a ‘product’. We do not accept kick-back commissions, concessions, or incentive fees from outside money managers or vendors. Our clients have complete transparency as to what they own since we shy away from pooled investments where client’s funds are co-mingled with other investors.