QUANTUMVEST, INC.

Overview

Quantumvest, Inc. is a small, privately owned advisory firm that serves both individual and institutional clients. Its advisory work centers on discretionary portfolio management for individuals, small businesses and institutions, and it also offers pension consulting. The firm charges a mix of percentage-of-AUM fees alongside hourly billing and performance-based arrangements, which allows flexibility for different client relationships and mandates. Investment activity is tilted toward publicly traded equities and exchange-traded instruments; the firm lists equities as its primary preference and deploys the bulk of client capital into liquid, exchange-listed positions. Quantumvest is not positioned as an ESG-focused manager. Its practice includes allocating to third-party alternative managers in areas such as real estate, commodities and oil & gas, and it supplements equity allocations with mutual funds and annuity products where appropriate.

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