Services
From curious to client.
Services for individuals, families, and institutional clients — built on a fiduciary standard that puts your interests first, at all times.
401(k) & IRA Rollovers
Our specialty. We consolidate old employer plans into a strategy you can see and control — after confirming a rollover actually benefits you.
Rollover guide →Portfolio Management
Precision-built portfolios of individual stocks and ETFs — no two alike — aligned to your goals, risk tolerance, and time horizon, and adapted as markets and your life evolve.
Portfolio Analysis & Second Opinions
We evaluate the returns, volatility, and fees of your current portfolio against the alternatives, and show you the comparison — not just the conclusion.
Retirement Planning
Are you on track? We model your retirement picture and keep it updated. Retirement planning is a free service for our investment clients.
Custodied at Fidelity
Client assets are custodied at Fidelity Investments — one of the largest asset custodians in the world. Your accounts stay at a name you know, with the statements, security, and service infrastructure to match, while we manage the strategy.
The fiduciary difference
As a fiduciary, Element Squared is bound by law and ethics to act in our clients' best interests at all times. No sales quotas, no product pushing — advice grounded in integrity, objectivity, and your goals.