F Squared Investments, Inc is a related adviser based in Wellesley. It manages $49 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Massachusetts, New Jersey, Texas, and Virginia.
F Squared Investments provides portfolio management for businesses and institutional clients and index provider. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as index provider.
The assets under management (AUM) of F Squared Investments, Inc is $49 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay F Squared Investments, Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Ann Marie Swanson joined the executive team most recently as the Chief Compliance Officer.
The principal office where F Squared Investments, Inc performs its advisory services is located at 80 William Street, Wellesley, MA 02481, which is also the mailing address of the firm. An additional office of the firm is in Ewing, NJ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (781) 772-2777 or by fax (781) 772-2780. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at asymmetryratio.com.