P-Squared Capital Management

P-Squared Capital Management is an investment advisory firm established in 2003 and owned by Joseph L. Pellegrino, a Chartered Financial Analyst. The firm manages investment portfolios in separately managed accounts for individuals and families, tailoring strategies to each client's age, income capacity, risk tolerance, financial objectives, and net worth. P-Squared utilizes a top-down and bottom-up approach to security analysis, incorporating fundamental, technical, and quantitative methods. Portfolios typically hold a mix of equities, alternative investments, and fixed income, utilizing individual stocks, exchange-traded funds, and occasionally mutual funds. All client brokerage accounts are held at Charles Schwab. P-Squared communicates with clients regularly and no less than quarterly regarding portfolio performance.