Independence Square Holdings, LLC

Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management to individuals (including high‑net‑worth clients), retirement plans, corporations, charitable organizations, and government entities. The firm offers both discretionary and non‑discretionary relationships, participant‑level ERISA advice, model portfolios, and access to third‑party managers and affiliated private investment funds.

Advisers construct customized or model‑based portfolios using a mix of fundamental, quantitative, technical, and modern portfolio theory approaches and may employ strategies that include long‑ and short‑term trading, options, margin, and alternative investments. INDSQUARE combines in‑house portfolio management with selections from LPL‑sponsored programs and algorithmic Guided Wealth Portfolios, and it conducts due diligence on third‑party managers while tailoring recommendations to client objectives and restrictions.

Noteworthy distinctions include a substantial digital and platform orientation — communications and program access through web‑based portals and algorithmic tools — and several ancillary or subscription‑style services that are disclosed separately to clients. The firm’s structure includes hybrid advisers dually registered with LPL (and a Chief Compliance Officer who serves as an LPL OSJ principal), facilitation of mortgage origination via Rocket Pro TPO and cash‑management programs through StoneCastle, digital‑asset trading and custody access via HeightZero/BitGo (with platform fees passed to clients), adviser‑licensed estate‑document and healthcare‑analysis platforms (Wealth.com and Caribou) with disclosed licensing or subscription fees, and affiliated private‑fund activity that can involve performance‑based compensation at the affiliate level.