Investment Solutions
A Curated Suite of Investment Solutions
a-Squared Investment Partners provides access to a carefully selected range of investment vehicles — from structured investments and ETFs to mutual funds, alternatives, and separately managed accounts — designed to meet the evolving needs of private wealth advisors and their clients.
Structured Investments
Structured investments offer defined risk-return profiles tied to underlying market indices or assets. These instruments provide principal protection options, enhanced yield potential, and customized exposure — making them a powerful tool for advisors seeking tailored outcomes within a client's portfolio.
ETFs
Exchange-traded funds deliver broad or targeted market exposure with the efficiency of intraday liquidity and typically lower cost structures. Our ETF lineup spans core equity and fixed income strategies as well as thematic and factor-based approaches suited for modern portfolio construction.
Mutual Funds
Mutual funds remain a cornerstone of diversified portfolio management. We offer access to actively managed and index-based strategies across asset classes, providing advisors with flexible building blocks for client portfolios of all sizes and risk tolerances.
Alternative Investments
Alternative investments provide access to return streams beyond traditional public markets. From private equity and private credit to real assets and hedge strategies, our alternatives platform is designed to help advisors introduce institutional-quality diversification to qualified client portfolios.
SMAs
Separately managed accounts offer direct ownership of individual securities within a professionally managed strategy. SMAs provide tax efficiency, transparency, and customization — allowing advisors to align portfolio holdings with each client's specific tax situation, values, and investment objectives.
Trusted Relationships. Thoughtful Distribution.™
The private wealth ecosystem is evolving. a-Squared Investment Partners exists to lead that evolution — for advisors, wholesalers, and investment solution providers who believe there is a better way.