Quality Asset Management, LLC

Overview

Quality Asset Management, LLC is a small, individually owned registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and does not identify as an active ESG investor, pension consultant, or capital allocator. Its stated client base is individual and family investors, and its advisory activity centers on discretionary portfolio management rather than institutional or retirement-plan consulting. Investment activity is concentrated in publicly offered funds: the firm deploys client capital primarily through mutual funds and similar pooled public vehicles rather than direct-stock strategies or extensive alternatives. Quality Asset Management does not report allocations to third‑party alternative asset managers, and it is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices