ABOUT TOWNSQUARE CAPITAL
As an investor, it’s essential to know that your Warren Street financial team is equipped with the best resources to help you achieve your goals. One crucial aspect of our strategy is our partnership with TownSquare Capital.
The TownSquare Capital team works exclusively with a select group of financial advisors, helping them deliver personalized investment solutions to their clients. TownSquare Capital, LLC. is a subsidiary of Orion Advisor Solutions, the premier provider of wealthtech solutions.
HOW YOU BENEFIT
Access to Experienced Professionals
By partnering with TownSquare Capital, we gain access to a team of investment professionals who specialize in various asset classes and investment strategies. This breadth and depth of knowledge translates into better-informed investment decisions that align with your financial objectives.
Specialized Trade Execution
A dedicated team of TownSquare Capital professionals handles trade execution with precision and efficiency. This augments our portfolio management capabilities and ensures optimal execution.
Advanced Audit Capabilities
TownSquare Capital offers best-in-class portfolio audit tools that assess the strengths and weaknesses of your current portfolio. These tools are designed to enhance your investment strategy and improve your financial outcomes.
PARTNERSHIP VALUE
By partnering with TownSquare Capital, Warren Street can concentrate more on understanding your unique financial goals. This focus allows our team to tailor our advice to your needs, ensuring that your financial plan remains personalized and effective.
TownSquare Capital, LLC, an Orion Company, is a registered investment advisor.
Townsquare Capital, LLC and Warren Street Wealth Advisors are not affiliated in any manner.
Frequently Asked Questions
+ Who is TownSquare Capital and why do I see them on my statement?
TownSquare Capital is a partner of Warren Street, acting as an extension of our back-office operations. You may see TownSquare Capital on your statement because they assist Warren Street with managing your portfolio. TownSquare Capital handles trade execution, portfolio management, and other operational tasks that support the management of your investments.
+ What are the costs associated with Warren Street partnering with TownSquare Capital?
The costs related to our partnership with TownSquare Capital are typically built into the overall management fees you pay for our services. We strive for transparency, so any fees will always be clearly communicated. We’re committed to ensuring that the benefits you receive from this partnership far outweigh the costs.
+ How does Warren Street partnering with TownSquare Capital benefit me as a client?
Partnering with TownSquare Capital ensures the continuity and stability of the services we provide to you. This partnership strengthens our firm’s ability to deliver high-quality service even as we grow, ensuring your investment strategy remains consistent and well-managed over time.
+ What happens if I want to change my investment strategy?
If your financial goals or risk tolerance change, you can work with your Warren Street advisor to reassess your strategy. Your advisor will collaborate with TownSquare Capital to make any necessary adjustments to your portfolio to ensure it continues to align with your evolving needs.
+ Is my investment information secure with TownSquare Capital?
Yes, your investment information is secure with TownSquare Capital. TownSquare Capital follows industry-leading security standards, including NIST, ISO 27001, and SOC 1 & 2. Their ISO/IEC 27001 certification ensures they maintain strict internal controls and meet both U.S. and international guidelines, with regular reviews by accredited ISO auditors.
Get Started with Us
To learn more about how our partnership with TownSquare Capital can benefit your portfolio, get in touch with us today. Our team is here to answer your questions and ensure you have the right resources to succeed.
