Quantitative Financial Strategies

Overview

Quantitative Financial Strategies is organized as a limited liability company and operates as an independent registered investment adviser. The firm identifies an individual owner and describes itself as a capital allocator that uses outside managers in addition to managing client portfolios directly. Its client focus is individuals and families, and its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Although pension consulting appears among offered services, the firm’s snapshot indicates it is not designated as a pension consultant for regulatory reporting. The firm does not characterize itself as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices