Washington Square Capital Management LLC

Washington Square Capital Management provides discretionary portfolio management, financial planning, and pension consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, trusts, and corporate entities. The firm documents client goals and risk tolerance in a risk assessment questionnaire and requires a minimum account size of $100,000 for managed relationships.

Its investment process centers on fundamental value analysis supplemented by technical, charting, and cyclical macroeconomic considerations, and the firm conducts primary research using issuer filings, analyst reports, and third‑party research. Washington Square offers distinct strategies—Capital Core Fixed Income, Global Allocation, Global Balanced—and manages portfolios using either direct securities or pooled vehicles (mutual funds/ETFs), with regular reviews and quarterly monitoring.

A distinctive feature of the firm’s public materials is that it presents hypothetical performance for its strategies, an uncommon practice among peers, and its operating practices emphasize a firm-recommended custodian relationship (Charles Schwab) rather than allowing clients to direct brokerage. The brochure also discloses operational policies such as standing letters of authorization for third‑party transfers and a policy of not voting client proxies, which shape how trade execution, custody, and client reporting are handled.