As a boutique asset management practice, we are loyal, focused, and emphasize prudent risk management.

We take the time to understand your individual financial and wealth management desires and requirements. We also carefully consider your short-, medium- and long-term goals, and your current lifestyle requirements when building individualized asset management plans.

Squire Asset Management believes that when a fallacy is used in the industry, it’s easier to understand what “cannot be,” than it is to try to understand what marketers are saying can be. Any foundation built upon a knowledge of logic and fallacies is ahead of the curve.

At Squire, we actually address your fear of loss rather than talking you in a circle around it.

Squire Asset Management has more than 20 years of knowledge and expertise in navigating extremely turbulent markets. We use both current and historical analyses of domestic and global markets, enabling us to propose comprehensive portfolio strategies.

At Squire, we:

• Assist you in working towards your financial goals using an executable plan.
• Communicate with you and provide immediate responses to your questions.
• Make recommendations that are always in your best interest.