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We seek to add value to client portfolios with best-of-breed, strategically unique investment and trading strategies while optimizing their portfolios’ relative risk, cost-efficiency, and tax impact.
The TownSquare investment platform is a flexible chassis designed to augment our client’s current investment program. Clients include wealth advisory firms and institutions such as family offices, corporations, endowments, foundations and governments.
Our clients rely on us for money manager vetting, portfolio construction and management, efficiency and structure audits, tax optimization, and our full-service trading operations including traditional execution and model-delivery. For full-service clients we also oversee compliance and back-office functions such as fee-billing, reporting, etc.
Building a comprehensive and effective retirement plan that will give you the confidence to enjoy a carefree retirement and leave behind a financial legacy for your loved ones to enjoy.
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“Fiat Wealth Management, LLC is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.”
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