i-squared Wealth Management

How do we identify and stay on the right path to prosperity?–is a question everyone, including those who have hit the 'rich threshold,' need to answer.

Changing macroeconomic trends and varying personal financial goals add to the challenge of finding the right investment manager that guarantees a secure financial future. The journey will be easier when individuals partner with seasoned wealth managers.

This is where i-squared Wealth Management stands out.

Under the tutelage of the founding partner and principal, Ketu Desai, the firm excels in providing wealth management solutions that are well-aligned with client interests. Desai has decades of experience in investment banking and hedge fund analysis that has provided him in-depth knowledge of guiding clients through challenging markets. This expertise has led to an impressive client list, including many from the hedge fund industry. i-squared provides customized portfolios, private wealth investment management, retirement solutions, and alternative strategies.

"Being a fiduciary, we ensure portfolios and investment recommendations align with client goals, protect their current cash positions, and lay the foundation for future growth," says Desai.

i-squared is purely an investment organization that does not partake in underwriting, lending, or brokering activities. Operating independently, it makes unbiased product choices without giving leeway to conflicts of interest.

Desai takes a hands-on, collaborative approach to deliver diligently researched and risk-managed portfolios.

He works hand in hand with clients to manage capital, ensuring alignment of interest remains a priority at every stage.

The initial step involves understanding the client's short and long-term financial objectives, risk tolerance, and maturity timelines. The insights gleaned are instrumental in building diversified portfolios of 30 to 40 positions, primarily global. i-squared's asset allocation spans themes like AI, energy security, industrials, healthcare, infrastructure, and supply chain. The goal is to strike a balance between exposure and diversification across asset classes while staying within the confines of agreed risk tolerance. Desai develops and shares a model portfolio with clients before proceeding with investment. Upon approval, the “customized portfolio” goes into effect.

Desai follows up with monthly updates and provides his cell phone number to reach out anytime. This high touch approach helps foster a collaborative relationship that allows clients to reach their long term goals.

"We strive to find the most efficient methods to execute an investment strategy that enables our clients to realize investment objectives while remaining tax efficient," says Desai.

At i-squared, reducing the total cost of investments is an ethos. It avoids costly products and additional fees like 12-1 fees; instead, efforts are taken continuously to optimize risk and return while lowering fees. The firm also offers a range of retirement plan services, all focused on delivering enduring solutions. Given its background in the hedge fund industry, it is proficient in handling complex strategies and structures, offering an all-in-one solution from advisory services to proprietary strategies. i-squared strongly emphasizes a transparent fee structure in all its endeavors, which illustrates the commitment to clients' financial well-being in the long haul.

This client-centricity and Desai's proactive approach to devising solutions truly positions i-squared at the forefront of wealth management. His expertise and continuous drive to adapt to the ever-changing economic landscape make i-squared a preferred pick for high-net-worth individuals.