Personalized Investment Management in Atlanta
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Work Directly With a Portfolio Manager — Not a Call Center
If you’re looking for personalized investment management in Atlanta, Squire Asset Management offers a disciplined, hands-on approach focused on long-term growth, risk management, and financial clarity.
Unlike large advisory firms where clients are often placed into standardized portfolios or mutual fund models, Squire Asset Management provides direct portfolio management with individualized investment decisions.
Clients work directly with Craig Gregozeski, President and Portfolio Manager, who designs and manages each portfolio based on your specific goals, time horizon, and risk tolerance.
Work Directly With an Experienced Portfolio Manager
At Squire Asset Management, you are not passed between departments or junior advisors. You work directly with the individual responsible for managing your portfolio.
Craig Gregozeski
President & Portfolio Manager
📞 Phone: 404-401-0200
📱 Text: 470-458-9658
✉️ Email: craig.gregozeski@wfafinet.com📍 4718 Layfield Drive
Atlanta, GA 30338
This direct relationship allows for clear communication, personalized investment decisions, and accountability in portfolio management.
A Stock Picker’s Approach to Investing
Many investment advisors primarily build portfolios using mutual funds or pre-built model portfolios. While these structures can provide diversification, they often result in investors owning hundreds of companies without a clear understanding of what they hold or why.
Squire Asset Management takes a different approach.
Our investment philosophy reflects a stock picker’s mindset, focusing on identifying individual companies with strong financial foundations, durable business models, and long-term growth potential.
Rather than relying solely on packaged investment products, portfolios are constructed through thoughtful security selection and ongoing evaluation of individual holdings.
This approach allows clients to benefit from:
✔ Greater transparency into what they own
✔ High-conviction investment decisions
✔ Active oversight of portfolio positions
✔ Strategic adjustments as market conditions evolve
The goal is to build portfolios that are intentionally constructed and actively managed, rather than simply mirroring broad market indexes.
Investment Management Designed Around Your Goals
Every investor’s financial situation is unique. Squire Asset Management develops portfolios designed to align with each client’s specific objectives.
Portfolio Construction & Management
Investment portfolios are built around your financial goals, investment timeline, and tolerance for market fluctuations.
Risk Management
Strategic asset allocation and disciplined investment selection help manage volatility while pursuing long-term returns.
Retirement Income Planning
Portfolios can be structured to support sustainable income needs throughout retirement.
Ongoing Monitoring & Portfolio Adjustments
Markets change, and so do life circumstances. Portfolios are continuously monitored and adjusted to help ensure alignment with your long-term strategy.
Who We Work With
Squire Asset Management works with individuals who value a personal advisory relationship and active portfolio management.
Clients often include:
- Pre-retirees preparing for retirement
• Retirees seeking sustainable income strategies
• Business owners and professionals
• Individuals looking for a more personalized investment experience
If you prefer direct access to your portfolio manager and a disciplined investment approach, Squire Asset Management may be a strong fit.
Why Clients Choose Squire Asset Management
Clients choose Squire Asset Management because they want a more personal and thoughtful approach to managing their investments.
Key advantages include:
✔ Direct access to your portfolio manager
✔ Personalized investment strategies
✔ A stock picker’s approach to portfolio construction
✔ Disciplined long-term investment philosophy
✔ Clear communication and accountability
✔ Atlanta-based, community-focused firm
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Schedule a Consultation
Whether you are evaluating your current advisor or exploring investment management for the first time, a conversation is a great place to start. Schedule a confidential consultation to discuss your financial goals and investment strategy.