QUATTRO FINANCIAL ADVISORS

Overview

Quattro Financial Advisors is an SEC-registered LLC that provides fee-based portfolio management to high-net-worth individuals, families and institutional clients. The firm runs both bespoke separate accounts and pooled investment vehicles, with a stated preference for equities as the primary allocation. Quattro favors exchange-traded instruments for core exposure and maintains concentrated equity stakes alongside diversified ETF positions, suggesting a mix of strategic core-satellite implementation and select active stock positions. The firm is not positioned as an ESG-focused manager and operates under a traditional percentage-of-AUM fee model. Quattro’s client mix and product set permit the use of third-party alternative managers; the firm allocates to private equity, venture capital, hedge funds and real estate strategies, and also uses corporate debt to gain credit exposure. It acts as an adviser to pooled funds in addition to managing individual and small business accounts, indicating comfort with both client-directed portfolios and collective investment structures.

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Location & Offices