Q4 STRATEGIC EQUITY ADVISORS INC.

Overview

Q4 Strategic Equity Advisors Inc. is a small, client-focused advisory corporation that concentrates on equity-centered portfolio management for individuals and small businesses. The firm acts as a capital allocator and also performs selection-of-other-advisers work, indicating it places client capital with third-party managers when appropriate. Its stated preference is equities, and its reported activity shows heavy use of exchange-traded equities and ETFs as the primary vehicle for implementing investment exposure. Fee arrangements include a percentage-of-AUM structure supplemented by other fee types. The firm is not positioned as an ESG-driven or multi-state manager and does not describe itself as a pension consultant or related adviser. Advisory relationships appear to be predominantly non-discretionary, with the firm managing a compact book of clients and leveraging external managers and product wrappers (mutual funds and third-party alternative managers) to extend capability beyond its in-house capacity.

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Public Holdings

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Location & Offices