P-Squared Capital Management manages client financial assets in separately managed accounts, developing investment strategies based on individual client factors like age, income capacity, risk tolerance, and financial objectives. Assets are allocated to equities, alternative investments, and fixed income using securities of specific companies, Exchange Traded Funds (ETFs), and occasionally, no-load, low-fee mutual funds. P-Squared communicates with clients at least quarterly on investment performance and market conditions.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Some clients have their accounts managed for an annual fee that is less than 1.0% due to special considerations.