A new approach to investment advice
ABOUT I'm Square®
No bouncing around!
“I’m Square” is Conduit Advisors’ breakthrough brand of products and services concentrated on helping clients gain and maintain wealth. Our philosophy isn’t simply a recommendation to diversify, diversify, diversify, or buy an index fund. Neither is “I’m Square” a policy adhering to strict equity-to-bond asset allocation ratios of 60/40, 70/30, or whatever.
“I’m Square” is a scientifically based rationale that works created by our founder, Eric O. January, the Einstein of Finance. No bouncing around. Connect with Conduit today.
PRODUCTS & SERVICES
What we do
With an extensive background in public accounting, investment advice, and finance, our founder has provided wealth management services for decades. He did it because providing a comprehensive all-inclusive financial service, also known as wealth management, is what Conduit is and does best.
For comprehensive, fee-based wealth management services, connect with us.
Portfolio Design & Review
Whether your goal is to accumulate or preserve wealth, Conduit Investment Advisors can help. We can review and design your portfolio to increase the probability of it performing as needed. Connect with Conduit for details.