One of the ways in which we assist our clients in the management of their investment assets is via fee-based investment management. AllSquare Wealth Management has partnered with Pershing Advisor Solutions for the custodial needs of our clients’ fee-based accounts. Through Pershing, we are able to utilize individual stocks, bonds, mutual funds, exchange-traded funds, and money market funds, and several other investment vehicles in order to develop suitable portfolios for our clients
