S Squared Advisors offers investment advisory services to managed accounts, seeking superior risk-adjusted returns through long and short positions in equities, futures, options, and ETFs composed of S&P 500 Index constituents. They employ a bottom-up methodology, exploiting market inefficiencies by constructing hedged portfolios. The firm tailors its services to clients' needs and investment strategies, gathering information to understand their objectives and financial situations.
Assets Under Management$71M
Clients22
Advisors2
Avg. per Client$3.2M
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally not negotiable; however, S Squared Advisors may charge certain clients a different fee structure.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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