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.