About Us
D-Squared Investments, LLC is a full service brokerage firm offering comprehensive wealth planning and portfolio management.
We take a three prong approach to securing and maintaining a financial plan:
- Discovery - data collection
- Implementation - dynamic and diversified investment vehicles
- 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
- Promptly responding to inquires