BQS FINANCIAL ADVISORS, LLC

Overview

BQS Financial Advisors, LLC is a boutique advisory firm that runs discretionary portfolio management for a small number of relatively large clients across both individual/family and institutional segments. The firm’s stated activities include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Its operating model leans on pooled public vehicles—primarily mutual funds—for core exposures, while also using third‑party managers for non‑core or alternative exposures and annuity solutions where appropriate. Investment decision-making appears to favor delegated manager relationships and commingled products rather than an all‑equity, stock‑picking approach. The firm charges clients either a percentage of assets under management or fixed fees, and conducts its work on a discretionary basis for every account it lists.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices