Part of our rationale for launching Blue Square was a desire to develop a new technology platform that could support our current offering but also serve as a building block to leverage the important work we are doing with dynamic investment solutions. It is our belief that there is an industry bias toward traditional asset allocation.

With bond yields at historic lows, this method of investing poses risks that many investors may not fully understand. It’s our goal that we can use this platform to reach a much wider audience as a means of educating and offering them a constructive alternative.

Another is our exceptional people. We are a dedicated, hardworking, innovative and caring group who are really energized about our future and privileged to work with and for so many amazing clients/friends. This is truly a collaborative, driven and synergistic group that epitomize the sum of its parts is greater than the individual pieces motto.

Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.