Shan Kumar and Pi Square Capital, LLC: A trusted name in the industry for 17 years. Pi Square Capital, LLC founded in 2010 is an independent, registered firm, and fee only Investment Advisers with millions under management, serving a diverse group of Investors. Custody of client's assets provided by institutional firms, which includes keeping all records of trading, fees, and tax statements.
Shan focuses on the financial needs of corporate executives. Whether you're looking for investment strategies, retirement income, funding for your child's education, estate or tax planning strategies, I will work with you on your terms. I offer a broad range of financial services including international mutual funds and certificates, as well as brokerage services through institutional firms as a custodian of client assets.
Personal Financial Planning for retirement, investment, wealth preservation, charitable giving, and tax management strategies.
I work one to one with my clients to understand what is important and unique to them and their families. This information provides the foundation for a strategic plan to help them achieve their short and long term goals. As your Principal Portfolio Manager, I will work with you to take action on your personal financial strategy. I will monitor your plan to help you stay on track as your situation evolves and market conditions change. Over time, my goal is to provide you with effective, personalized financial solutions.