Why Element Squared for Active Portfolio Management?
Platform
The Fidelity asset management platform gives us access to thousands of mutual funds. stocks, and ETFs on an institutional level.
Research
In addition to our in-house investment team, we utilize multiple large research firms to help make informed decisions for our clients.
Financial Planning
We have a dedicated team to assist our clients with longer term questions regarding retirement, estate planning, college funding, and any other macro level issue.
Active Management
We manage our individual stock and mutual fund portfolios on a daily basis. We treat our client's money like it was our own.
Drew Sweetman
Founder + CIO
Drew Sweetman is the founder and Chief Investment Officer of Element Squared Private Wealth. Drew was formerly a Sr. Partner at one of the largest financial institutions in the country. In 2019, Drew decided to create a firm that combines truly active portfolio management with long term financial advice and retirement planning. Drew has over a decade of investment management experience, has written articles for several well known financial publications, and leads the Element Squared investment team that manages each of our six proprietary investment portfolios. Because of Drew and the services provided by Element Squared, clients can benefit from a firm that works very hard to acheive their short and long term goals.
Curt Myran, VP Investments
Element Squared truly aligns the goals of our clients with the goals of the company.
Chad Rusten, VP Financial Planning
Our employees invest in the same portfolios as our clients. We are literally riding in the same boat as our clients.
Alex Douglas, Wealth Advisor
We try to raise the bar for the entire industry with every new portfolio we manage
A Sure Way for a Company to Succeed is to Provide a Service for Many Which Was Historically Only Available to a Few.
- Drew Sweetman
The active portfolio management style that Element Squared uses in its portfolios has historically been reserved for the ultra high net worth and hedge funds. However, the technology and platform we use allow us to provide the same type of service, but with much smaller account minimums.
OUR SERVICES
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Portfolio Management
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Public and Private Investments
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Retirement Planning
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Philanthropy
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Charitable Giving
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Tax Strategy
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Lifestyle + Wellness Planning
How Are We Different?
Element Squared is a registered investment advisory firm and a Fiduciary. This means we are required to put our client's interests ahead of our own. We do this by aligning the success of our firm with the success of our clients. As our clients do better, we do better. If our clients do worse, we do worse. We take a very active approach to accomplishing our client's goals. We are proud of the work we do for our clients and would love to share more with you!