We are a New York based independent advisory firm providing Investment Management and Financial Planning services for private investors and institutions. Please review our disclosures.

At WSQ Capital our loyalties are first and foremost to our clients. We are beholden to no bank, brokerage, mutual fund, insurance company or money manager. By limiting our scope to consulting for or advising our clients, we avoid the conflicts often encountered by advisors or brokers at firms with competing investment banking, brokerage, insurance, tax preparation or lending units. We do not carry our own inventory of financial products and are free to choose the most appropriate investments for you. We recognize that our business succeeds only when our client’s interests come first.

We invest across the world and have access to both domestic and international markets through our relationships with a number of competing global securities firms.  All client assets are held with outside, nationally-recognized custodians in separate accounts.