Squire wealth advisors.

What makes your practice different from the rest?

We are a full-service wealth management firm that provides our clients with higher perspective. We apply this mindset throughout our services, which include retirement and financial planning, investment management, insurance analysis and planning, and tax and estate planning. Additionally, we are a Registered Investment Advisor firm, and as such, we skillfully exercise our fiduciary responsibility when building and maintaining a portfolio.

In good faith, we always place a client's interests first and foremost--an insightful contrast to broker-dealer firms which are held only to a standard that requires products be merely appropriate for clients. As an independent firm, we operate at a higher standard, receiving no compensation from any financial institution for our investment management services. This ensures our investment advice is fully transparent and free from any conflict of interest. Also as certified public accountants, we understand more fully the tax and estate issues involved. We believe dll of this makes our practice unique and puts us in the best position to become a client's most trusted advisor.

Describe, in general, an ideal client for your practice:

Our ideal client seeks an advisor who offers the perspective necessary to properly plan their future and then effectively implement that plan. They understand that with an evidence based porffolio, they will gain newfound confidence in their investment strategy. They expect regular communication and state-of-the-art reporting to educate them concerning the current markets, and as a result, are able to remain disciplined when making significant decisions.

What is your investment philosophy?

Our approach to investing is sophisticated and straightforward--uncommon yet powerful. We are fully committed to an evidence investment strategy and often use low-cost institutional managers who construct asset class mutual funds and core equity funds. We diversify broadly to significantly reduce non-market risks. We believe the most important factor determining a client's investment outcome rests in asset allocation. Our investment philosophy is based on a unique frame of reference and these four basic concepts of modern porffolio theory:

* Markets process information so rapidly when determining security prices that it is extremely difficult to gain a competitive edge by exploiting...