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In response to clients desiring
investment advice, Squire Investment Management Company, LLC was
formed in 2000. Tim Christensen, a partner in the CPA firm
of Squire & Company, PC headed up this effort. Squire Investment is a Registered Investment
Advisor to individuals, businesses, trusts, partnerships,
not-for-profit organizations and retirement plans. Our
objective is to help clients identify and meet their financial
goals.
Our strategy is based on passive
asset-class investing and Modern Portfolio Theory. We offer the
highest quality financial instruments and education to our
clients. Squire Investment Advisor Representatives have years
of financial experience as Certified Public Accountants, adding
value to our investment services. Committed to company-wide
integrity, we offer objective and independent financial advice
through establishing a trusted advisor relationship.
Our
brochure explains some
of the benefits of our award winning investment strategy.
Annualized returns as of the end of 2007 are found in our
Simulated Investment Strategies.
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Tim Christensen, CPA/PFS
Managing
Member |