How does the advisor help clients – Key Takeaways:
As a leading financial management firm, CenterSquare Investment Management LLC offers a wide range of services to help individuals and institutions reach their financial goals. With a team of experienced professionals and a proven track record of success, the firm is a trusted partner for clients seeking expert financial advice and solutions.
Facts and Insights
Founded in 1987, CenterSquare Investment Management LLC has over 30 years of experience in the financial industry. With offices in New York City and Philadelphia, the firm manages over $12 billion in assets for a diverse range of clients, including individuals, families, foundations, and institutions.
The firm focuses on managing real estate and infrastructure investments, providing clients with access to alternative asset classes that can help diversify their portfolios and potentially generate attractive returns. CenterSquare’s team of investment professionals has a deep knowledge and understanding of these markets, allowing them to identify and capitalize on opportunities that others may miss.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $12 billion | 40+ | Over 30 years |
Financial Services Offered
CenterSquare Investment Management LLC offers a range of financial services, including:
- Portfolio management
- Asset allocation
- Estate planning
- Retirement planning
- Tax planning
Client Types
CenterSquare serves a diverse client base, including:
- High net worth individuals
- Families
- Foundations
- Institutions
Fees & Compensation
CenterSquare Investment Management LLC charges a percentage of assets under management as its fee, with rates varying depending on the type and complexity of the services provided. This fee structure aligns the firm’s interests with those of its clients, as the firm only profits when the client’s assets grow.
Background
CenterSquare Investment Management LLC has a team of experienced professionals with diverse backgrounds in the financial industry. They are committed to providing personalized and comprehensive financial solutions to each client, taking into consideration their unique goals, risk tolerance, and time horizon.
Financial Advisor Disclosures to Know
As a registered investment advisor, CenterSquare Investment Management LLC is required to disclose any potential conflicts of interest, fees, and disciplinary history to clients. The firm has a clean disciplinary record and maintains transparency in all its dealings, ensuring clients can make informed decisions about their finances.