Blue Square Asset Management, LLC

Blue Square Asset Management, LLC, operating as Blue Square Wealth, is a registered investment adviser offering financial planning, consulting, and investment advisory services. The firm manages client investment portfolios on a discretionary and non-discretionary basis, primarily allocating assets among equities, bonds, and alternative investments. Blue Square tailors its advisory services to meet individual client needs, focusing on risk tolerance, time horizon, and investment objectives. The firm offers various strategies such as Managed Volatility Large Cap, Growth, Balanced, and Bitcoin, aiming for long-term capital appreciation with reduced volatility. Blue Square also provides sub-advisory services, due diligence, and monitoring for private funds. The firm charges fees based on assets under management, ranging from 0.25% to 1.50% per annum, with additional fees for financial planning and consulting services. Blue Square may receive referral fees and has the authority to vote client securities. The firm recommends using Charles Schwab for custody and brokerage services. Blue Square has a Code of Ethics in place and provides detailed information on investment strategies, risks, and client considerations. Clients are encouraged to review and compare account statements and reports provided by the firm and custodians.