Who We Are
PM Squared is a Registered Investment Advisor based in Fort Worth Texas that seeks to provide a family office feel to the everyday investor. To this end we tailor our financial planning services to the individual needs of our clients by offering them an expansive array of investment tools, ranging from the traditional vehicles of stocks, mutual funds, and ETFs to opportunities for cryptocurrency exposure, options trading and private equity offerings.
PM Squared partners with Charles Schwab to offer our clients the entire traditional range of security investments including stocks, bonds, mutual funds and ETFs.
With more and more of our clients asking for exposure to cryptocurrency in their portfolios, PM Squared is proud to partner with Gemini to offer digital asset investment to our clients, while leveraging our team's personal experience in trading Bitcoin since 2014.
While traditional brokerage accounts often have limited tools with which to hedge a portfolio, PM Squared takes full advantage of options trading enabling us greater flexibility in our investment choices during times of economic uncertainty and downturn.
For our accredited investors, PM Squared is proud to offer the opportunity to invest in Texas, through capital raises for promising and established local businesses that generate steady income dividends and potential for capital growth.
"Rich relationships lead to much more than money. They lead to success, fulfillment and wealth"
Adjust investments according to personal goals, time horizon and risk tolerance
Understand financial risks and work toward ways to hedge against them
Plan for current and future business goals, including exit strategies
Develop strategies for wealth transfer and charitable giving