Providence Squared

About: A Fiduciary, Registered Investment Advisor Niche is Certain Great Fit Small Businesses, Families, and Individuals Limits Number of Clients, so as to Provide an Elevated Experience Provides Open Architecture, Custom Fit, and Service Flexibility Orchestrates as Appropriate, other Subject Matter Expert Engagements Protection, Growth, Tax, and Estate Strategy Coordination A Remote Business Model Allowing Service Anywhere, U.S.A. Embraces Latest and Industry Best Technology Creator of the Proprietary Investment Portfolio,"T-Squared Alpha" A Values-Based Approach for Ideal Life Strategy If Your My Client, I Will Have Your Back Philosophy: Well-being is dependent on three pillars, health, connections, and financial/other resources. Financial and other resources are but a way to underwrite a meaningful, purposeful life. Seeks intentionality of daily optimism and hopefulness, in spite of a fallen world condition. Believes traditional investment strategy has failed to provide attractive investor results and experience over the last two decades, requiring a different approach. Sees a “wall of worry” that continues to grow in ways not seen before, making strategies with historical references, out of touch with the concerns and risks of today. Believes the laws of nature are best honored and counted upon in our counsel and process."And we know that in all things God works for the good of those who love him, and who have been called according to his purpose." Romans 8:28