Investment Strategy

In response to clients desiring investment advice, Squire Investment Management Company, LLC was formed in 2000. Tim Christensen, a shareholder 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.