BRsquared L.L.C.

BRsquared L.L.C. serves individual and high‑net‑worth clients with discretionary portfolio management and standalone financial planning services. The firm manages roughly $18 million for a small roster of clients and provides Investment Policy Statements, regular monitoring, and quarterly custodian reporting.

The firm employs a broad mix of analytical methods (charting, fundamental, technical, cyclical, quantitative, and modern portfolio theory) and implements strategies that include long‑ and short‑term trading as well as options, margin, and short sales. BRsquared generally seeks discretionary trading authority and delivers individualized plans and investment implementation, with financial planning available on fixed‑fee or hourly terms.

Notable differences from many peers include a required custodial relationship with a single broker‑dealer/custodian (Altruist) tied to an institutional integration for digital account opening and software tools, and a practice of not aggregating trades for block execution. Also, a firm principal operates an independent enrolled‑agent tax‑preparation and notary business offered outside the advisory services, and the firm discloses possible receipt of research or other “soft dollar” benefits and use of higher‑risk trading strategies that can affect execution and costs.