Tower Square Investment Management partners with your advisor to provide an extended level of service that can support your financial objectives. Through Tower Square Investment Management, both you and your advisor can access large-scale, institutional resources from our team of experts. Benefit from leading investment research, portfolio construction, asset management and private client solutions.*
We leverage technology and sophisticated quantitative processes to help clients prusue their investment goals. With this rich infrastructure, our managers objectively filter and process large amounts of disparate global information.
However, it’s just the starting point in our investment process. Our people are the intellectual foundation of the firm, and their skill and judgment is the essential ingredient in investment decisions. The team has been assembled with a multi-disciplinary focus, drawing on strengths in diverse areas such as global macro, technical analysis, forensic accounting, manager due diligence, hard assets and valuation.
We challenge conventional thinking in our approach to investing, and we select high achievers and critical thinkers from different backgrounds. They hold themselves to high standards in a demanding environment, but most importantly, they invest their energy, commitment, and shared values to collaborate effectively and serve our clients.
Tower Square Investment Management LLC individuals who provide investment management and advisory services are not associated with any broker/dealer.
Craig E. Columbus
President & CEO
Jeffrey J. Mindlin, CFA®
Executive Director & Co-Chief Investment Officer
Gene Goldman, CFA®
Co-Chief Investment Officer & Director of Research
Lon J. Gerber
Chief Operating Officer
Barton T. Liro
Brian D. Wright, CFA®
Senior Portfolio Manager
Collin Martin, CFA®
Hristo Stefanov, CFA®, CAIA®
Brian Klimke, CFA®
Senior Investment Analyst
About Tower Square Investment Management Tower Square Investment Management LLC is an SEC registered investment adviser owned by Cetera Financial Group®. It provides investment research, portfolio and model management, and investment advice to its affiliated broker-dealers, dually-registered broker-dealers and registered investment advisers. For more information, please reference the Tower Square Investment Management LLC Form ADV disclosure brochure.
*Private Client Services are only available through certain advisory programs offered by registered investment advisers affiliated with Cetera Financial Group. Please contact Tower Square Investment Management LLC for more details.
The link provided above is a listing of some of the investment companies that CRA has provided to assist shareholders in these funds. This listing is not an endorsement, nor is it a solicitation. This list is purely for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. First Allied Securities, Inc. is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.