About Us

Square Advisors, LLC is an SEC-registered firm that provides investment advisory services to ultra-high and high net worth individuals, as well as institutions. 

We manage financial and real assets on both a discretionary and nondiscretionary basis.  Our approach is primarily risk-driven.  We construct personalized portfolios based on our clients’ investment objectives and specific risk tolerance.  We invest in all major financial asset classes including equities, fixed income, commodities, and alternative investments.

In addition to financial assets, we advise our clients on real estate investments.  Our current focus is on residential multifamily properties in the New York metropolitan area, where we have found attractive opportunities.

As shown by our monthly investment updates, Square Advisors’ investment philosophy is both macro-driven and asset-focused. We strive to achieve capital preservation, limited volatility, and consistent risk-adjusted returns.

Our London affiliate, Square Capital, LLP, is a well-established FCA-regulated wealth management firm.