QUANTUM FINANCIAL SERVICES INC.

Overview

Quantum Financial Services Inc. is an independent registered investment adviser that acts as a capital allocator for high‑net‑worth individuals and families. The firm provides financial planning and portfolio management for individuals, small businesses and institutions, along with pension consulting and the selection of other advisers. Its fee model is flexible—percentage of assets under management, hourly and fixed fees are all used—consistent with serving a mix of complex client needs. Reported activity shows a clear preference for equity exposure delivered primarily through exchange‑traded vehicles and separately managed accounts. The adviser files indicate it operates on a non‑discretionary basis for the assets reported, which means clients retain final trade authority while the firm provides portfolio construction, manager selection and ongoing advice. Quantum’s role as a capital allocator and its ability to appoint outside advisers position it to blend internally directed equity strategies with third‑party solutions when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices