D-Squared Investments, LLC is a full service brokerage firm offering comprehensive wealth planning and portfolio management.We take a three pronged approach to securing and maintaining a financial plan:1. Discovery - data collection2. Implementation - dynamic and diversified investment vehicles3. Review - ongoing relationship and performance reviews.
Our commitment is to ensure that each phase will be clear, transparent, and efficient. We are also dedicated to:Delivering complete objectivity in our advice and ensuring it is in alignment with your interest and goals, meeting regularly on an agreed upon frequency, and always being accessible between meetings, collaborating with your other trusted advisors i.e., Attorney, CPA, reporting on a timely basis and being held accountable for the results and promptly responding to inquires.
Unlike most brokerage firms, D-Squared Investments, LLC works with a finite number of clients providing comprehensive financial planning, wealth management, and through the highest level of service, more meaningful relationships. Our clients have access to more types of investments, unbiased research, lower fees, and their assets are protected by one of the world's strongest custodians, Fidelity. With 3.3 trillion in assets under administration, you have peace of mind that your assets are protected.
We have but one focus - to deliver management of assets with affordability, results, transparency, and simplicity. We look forward to continue growing relationships and portfolios with you at D-Squared Investments, LLC.