$1.2B+
Assets Under Management
2,000+
Clients
37
Advisors
Wealth Management
Whether you are saving for retirement, growing a business, or managing a windfall, an Independence Square Advisor’s consultant has the resources to help you navigate all of life’s financial currents
Retirement Plan Consulting
On your 401(k), 403(b), or Defined Benefit Plan, we act as a consultant versus that of a traditional broker, and can sign on as an investment co-fiduciary to your company’s retirement plan.
Insurance Protection
Being prepared for unforeseen events with adequate insurance is an important part of any financial plan, and we walk with our clients through the complex insurance landscape.
Our mission is simple; support yours.
We work with individual investors, business owners, and independent financial advisors across the country so that they can spend less time working and more time doing what they love.
Where We Are
Independence Square Advisors is an SEC Registered Investment Advisor serving clients across the country.
Latest News & Insights
Weekly Market Commentary 5/12/25
Weekly Market Commentary May 12, 2025 The Markets The winds of uncertainty are blowing, and the waters are choppy. In recent weeks, United States stock markets saw steady gains, recovered from the April downturn as investors set...
Weekly Market Commentary 5/5/25
Weekly Market Commentary May 05, 2025 The Markets American companies did well in the first quarter. During earnings season, publicly held companies tell investors how they performed during the previous quarter with a particular focus on earnings,...
Weekly Market Commentary 4/28/25
Weekly Market Commentary April 28, 2025 The Markets How’s everybody feeling? If you said, “Not great,” you’re not alone. There is an abundance of negative sentiment today. Many people – from consumers to small business owners, and from asset managers...
Larry Fink nailed it. Growing the economy through the private markets is the best way to advance the capital markets going forward. The government spending is putting the US in a world of uncontrollable debt and is not sustainable.
Larry Fink: Supercharge Economy Through Infrastructure, AI Investing | Chief Investment Officer
Speaking at SIFMA’s annual meeting, the BlackRock head suggested utilizing capital markets to grow the economy above the trend line.
www.ai-cio.com
You would of thought with nearshoring and deglobalzation that prices would of rapidly increased. That has not been the case. Trade globalization has stalled but it has not reversed according to @GoldmanSachs
Global trade is showing resilience despite rising barriers
www.goldmansachs.com
If you are going to see outperformance on the active management side, the bond and alternative space seems to be the spot to be. A good amount of flows into both of those spaces.
The mega city project in Saudi Arabia (Neom), is set to use 1/5 of the steel produced in the world. Pretty crazy.
Neom ‘uses one fifth of world’s steel’
The Neom giga-project in Saudi Arabia is currently using one fifth of all the steel produced in the world, an official said
www.agbi.com
Starlink is responsible for the global connectivity and what it has done for several areas around the globe who do not have Internet access.
