12 Squared Associates, LLC is an investment advisory firm dedicated to providing independent, unbiased, fee-based advice on investments and financial matters, as well as portfolio management. We serve individuals and small companies, predominantly in the motion picture and entertainment industry, who seek a sensible, thoughtful approach to investing their money and planning for their financial future and retirement.
In the turmoil of today’s markets, we realize that return of capital is as important as return on capital and that investment risk is a major consideration in developing an investment portfolio. Judging a client’s risk tolerance is an essential element in that process. How much loss can someone sustain? Will that loss be temporary or permanent? Does the potential reward merit the risk that comes with it? There are hundreds of products employing any number of investment theories, practices, and formulas. We specialize in using open-end mutual funds, which provide an increasingly wide variety of investment options. Our process involves constantly searching for and continuously evaluating the managers and investment profiles of these funds to determine which ones will best serve the interests of a particular client. There are thousands of funds available today, investing in all kinds of securities and assets, using hundreds of different methods and approaches. We sift through all these products to find the ones where the managers practice a consistent, well-thought-out, investment style, and don’t simply try to outperform some market index. Every client’s portfolio is unique and individually developed. For most accounts, we use a selection of open-end mutual funds. However, depending on client requests and personal needs, individual, stocks, bonds, closed-end mutual funds, ETFs(exchange trade funds), UITs(unit investment trusts), government securities, certificates of deposits, options contracts, LLPs(limited liability partnerships), MLPs (master limited partnerships), SMAs(separately managed accounts), REITs(real estate investment trusts) or annuities might be used. For certain qualified clients, we may even invest in private equity or hedge funds These choices are made with careful consideration and are contingent on the sophistication of the investor.
Our process is completely transparent. Your assets and securities are held at an independent custodian, who provides you with monthly account statements. Complete account access is available online. We charge what we consider to be a very reasonable fee for assets under management. When requested, we can bill hourly. As a Registered Investment Adviser, we act as your financial fiduciary and are obligated to place your needs first. Read or download the 12 Squared Brochure for a more comprehensive and detailed presentation of what we do and how we do it.
Brad Gross CFP®
(818) 748 – 6406
[email protected]