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Our Services

The TownSquare investment platform is a flexible chassis designed to enhance our client’s current investment program. Our clients utilize any, or all, of the following:

  • Traditional and alternative manager research, vetting, and selection.
  • Portfolio construction, monitoring, rebalancing, and repositioning.
  • Client portfolio audits and examinations via our proprietary audit program.
  • Tax optimization including gain/loss harvesting, donations in kind, lot management, etc
  • Full service trading desk that includes execution of our preferred manager strategies or the client’s own custom models and/or outside money manager models.