What we do
We partner with our clients to achieve their aims and ambitions. We do this by crafting personalized strategies and routinely reviewing the effectiveness of the plans in place.
Planning for your unique financial goals and what's important to you
Evaluate and solve for risks that impact your financial life
Current and future business goals, including exit strategies
Strategies for wealth transfer and charitable giving needs
Public Market and funds
Portfolio management, alternative investments, and retirement plans
Directly invest in private companies
Diversification through other means, including options trading
Acquisition and usage strategies for personal and business needs
Our mission is to deliver access to emerging blockchain opportunities while providing investors with a consistent income stream and the potential to capitalize on the growth of digitization.
- Phil Stanley, Founder and CEO
PM Squared’s investments span the full range of blockchain and distributed ledger technology possibilities. PM Squared's solution leverages blockchain technology and couples it with experience from the traditional securities world.