Quantitative Financial Strategies

Overview

Quantitative Financial Strategies is a limited liability company operating as an independent registered investment adviser that became SEC-registered in 2026. The firm is owned by an individual and focuses its services on individual and family clients. It functions as a capital allocator, meaning it both manages client portfolios and places client capital with third-party managers when appropriate. The firm charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting support, and selection of other advisers. The firm does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices