Pi Square Capital, LLC, founded in 2010 is an independent, registered firm, and fee only Investment Advisers with millions under management, serving a diverse group of Investors. Custody of client's assets provided by institutional firms, which includes keeping all records of trading, fees and tax statements.
Shan focuses on the financial needs of corporate executives. Whether you're looking for investment strategies, retirement income, funding for your child's education, estate or tax planning strategies - Shan will work with you on your terms. I offer a broad range of financial services including international mutual funds and certificates, as well as brokerage services through institutional firms as a custodian of client assets.
Any likes or comments are not an endorsement of the Adviser's services.
The Adviser is registered in the State of Washington
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This is a long form text area designed for your content that you can fill up with as many words as your heart desires. You can write articles, long mission statements, company policies, executive profiles, company awards/distinctions, office locations, shareholder reports, whitepapers, media mentions and other pieces of content that don’t fit into a shorter, more succinct space.
Articles – Good topics for articles include anything related to your company – recent changes to operations, the latest company softball game – or the industry you’re in. General business trends (think national and even international) are great article fodder, too.
Mission statements – You can tell a lot about a company by its mission statement. Don’t have one? Now might be a good time to create one and post it here. A good mission statement tells you what drives a company to do what it does.
Company policies – Are there company policies that are particularly important to your business? Perhaps your unlimited paternity/maternity leave policy has endeared you to employees across the company. This is a good place to talk about that.
Executive profiles – A company is only as strong as its executive leadership. This is a good place to show off who’s occupying the corner offices. Write a nice bio about each executive that includes what they do, how long they’ve been at it, and what got them to where they are.
Personal Financial Planning for retirement, investment, wealth preservation, charitable giving and tax management strategies.
I work one to one with my clients to understand what is important and unique to them and their families. This information provides the foundation for a strategic plan to help them achieve their short and long term goals. As your Principal Portfolio Manager, I will work with you to take action on your personal financial strategy. I will monitor your plan to help you track as your situation evolves and market conditions change. Over time, my goal is to provide you with effective, personalized financial solutions.
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