Independence Square Advisors Announce Their Usage of the Academic Allocation Model

Carlsbad, California--(Newsfile Corp. - July 22, 2022) - Independence Square Advisors is announcing their commitment to providing smarter wealth management solutions to clients to help them align their goals and concerns. The new wealth management solutions include the usage of cutting-edge strategies such as the Academic Allocation Model pioneered by the Yale University Endowment, portfolio protection, proactive tax planning, and research from LPL wealth advisors, like Brenton Stransky, are...

2022-07-22 4:01 PM EDT