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From Curious to Client

Services for Individuals, Families, and Institutional Clients

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A FEW THINGS TO KNOW

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Retirement planning is a free service we offer to our investment clients

We are often able to reduce the internal fees of our client portfolios.

From Curious to Client

If we’ve sparked your curiosity, here’s the process for engaging with us.

Introduction Meeting

Our first meeting serves as an opportunity for us to understand your needs and introduce our investment management approach. It’s cost-free and obligation-free—a simple conversation.

Strategy Meeting

We compile a summary of our discoveries. You’ll gain insight into your strengths and areas for improvement. Subsequently, we create and present a customized investment plan tailored to help you meet your goals, along with a comprehensive breakdown of the fees associated with becoming an Element Squared Private Wealth client.

Implement

Once we reach a consensus on the optimal personalized strategy and you officially engage Element Squared Private Wealth, we will manage the seamless transfer of assets, aiming to minimize tax implications throughout the process. We will collaborate directly with your accountant, attorney, and any other necessary advisors.

Review

We like to meet with our clients Semi-annually to assess portfolio performance and update long term goals. Investment objectives will change over time and it is important for us to update our strategy accordingly.

Our Strategies

Built and managed in-house

Flagship Core

Our flagship strategy integrates a dual approach, encompassing both aggressive and defensive individual stocks and ETFs, to effectively manage market-level risk. We implement a rigorous and disciplined model to allocate funds exclusively to top-tier companies that have demonstrated strong long-term performance.

Flagship Core+

A more aggressive iteration of our flagship core model. Flagship Core+ provides access to the same high-quality companies featured in the Flagship Core model, but without the inclusion of the lower volatility component, offering a more aggressive investment approach.

Flagship Dividend

Our Flagship Low Volatility model offers the potential for market upside while maintaining lower volatility and a stronger emphasis on dividends. It aims to deliver impressive dividend income alongside the potential for long-term capital appreciation.

Flagship Dividend+

For clients seeking immediate dividend income coupled with increased market exposure and the potential for long-term capital growth.

Defined Outcome 9%

This model offers market participation for potential upside gains, accompanied by a 9% buffer for downside protection. It’s well-suited for clients who prioritize stability and wish to retain the potential for appreciation.

Defined Outcome 15%

This model aims to achieve the same objectives as Defined Outcome 9%, but it provides a more substantial 15% buffer for downside protection.

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