We are a New York based independent investment advisor managing portfolios for discerning wealth management clients and institutional investors. Our advisory service is personalized and includes quarterly portfolio reviews coupled with a comprehensive annual review.
Our fees are transparent, competitive and based on assets under management; clients receive quarterly invoices and pay us directly. All client assets are held with outside, nationally-recognized custodians in separate accounts.
To learn more or request a complimentary portfolio review, please contact us and one of our advisors will contact you shortly.
We founded WSQ Capital as an independent investment advisor to minimize conflicts of interest between the firm and its clients. We know from both experience and deduction that these conflicts exist at most large firms that are in the business of marketing securities and providing investment advice. When a firm generates underwriting or commission revenue by placing ARCs, VRDOs, high-yield bonds, proprietary funds or structured products in client accounts, a wide ranging mix of conflicts arise between different portions of the firm, and employees who represent different constituencies. At WSQ Capital, we have the flexibility to transact with different brokers, and seek to purchase those securities that best help our clients achieve their objectives. Our fee schedule is created with an eye towards aligning client and advisor interests. As an example, we purchase municipal bonds for clients. We seek to find the best mix of income and credit quality for the client, with an eye towards managing interest rate risks. We are not concerned with inventory of bonds since we can purchase new and secondary issues across the street. We focus on whether the investment is appropriate for our clients, and we are held to a fiduciary standard.
Louis Berger is a Principal and Co-Founder of Washington Square Capital Management.
From 2006 to 2009, Louis worked as a financial advisor in the US Wealth Management division at UBS.
Prior to his position at UBS, Louis worked for several years in the film industry (in both New York and Los Angeles) covering acquisitions, development, international distribution and film financing for production companies and financiers housed at the following studios: Warner Brothers, Walt Disney Company, Columbia Pictures and New Line Cinema.
Louis graduated with a BFA from New York University’s Tisch School of the Arts in 1998 with dual majors in film/television and cinema studies. In 2005 he earned an MFA in Creative Writing at New School University and was awarded the merit scholarship for Fiction.
Louis holds a Series 66 securities license and New York State Life and Health insurance license.
Louis grew up in East Hampton, NY and is a graduate of the Lawrenceville School in Lawrenceville, New Jersey.
Subir Grewal, CFA®, CFP®
Subir Grewal is a Co-Founder of Washington Square Capital Management.
Prior to co-founding WSQ Capital in 2009, Subir worked for three years as a financial advisor at UBS Wealth Management.
Between 1999 and 2006, Subir worked for UBS Investment Bank in Stamford, CT and Zurich, Switzerland creating trading and risk management systems for the Foreign Exchange Derivatives, Short Term Interest Rates and Credit Derivatives businesses. He was promoted to Associate Director in 2002 and Director in 2004.
Subir holds the right to use the Chartered Financial Analyst (CFA®) designation and is a Certified Financial Planner (CFP®). He graduated from Duke University in 1998 with an MA in Economics and was awarded the Joseph J. Spengler Fellowship for 1997/1998.
Subir earned a BA (magna cum laude) from New York University in 1996, with majors in Economics, English and American Literature. Upon graduation, he was awarded the Emmanuel Stein memorial award for outstanding scholarship in Economics.
Subir has lived in India, Europe and the US.