P-Squared Capital Management

P-Squared Capital Management is an independent, single‑advisor investment adviser that provides discretionary portfolio management for individual and family clients, managing about $95.2 million in client assets across 111 separately managed accounts for roughly 50 clients. Services focus on developing individualized investment objectives and implementing them across taxable and retirement accounts, with regular client communication and quarterly reporting.

The firm employs both top‑down and bottom‑up analysis and uses fundamental, technical and quantitative methods to build allocations across equities, alternative investments and fixed income. Investments are selected from individual securities, ETFs and, in limited cases, low‑cost mutual funds; accounts are grouped by strategy (for example, ETF‑only allocations or a Concentrated Best Ideas strategy) and monitored on an ongoing basis.

Noteworthy operational features include a requirement that all client accounts be custodied at a single brokerage (Charles Schwab) to support the firm’s account‑management software, no soft‑dollar arrangements or outside financial industry affiliations, and no participation in wrap or performance‑based fee programs. The firm’s sole advisor holds advanced finance credentials including the CFA designation, personally invests in many of the same securities held for clients (with personal trades sometimes occurring before or after client trades), and does not vote client proxies, leaving proxy materials to be handled directly by custodians.