WEALTH QUARTERBACK LLC

Overview

Wealth Quarterback LLC is an independent registered investment adviser that functions as a capital allocator for individuals, families and select institutional clients. The firm blends a heavy equity tilt—primarily through exchange-traded equities and ETFs—with allocations to external alternative managers. Advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection and educational workshops, and the firm charges a mix of percentage-of-AUM, hourly and fixed fees. Wealth Quarterback does not identify as an active ESG investor. Investment emphasis is on liquid equity exposure delivered through ETFs and individually held stocks, while alternatives such as venture capital, hedge funds, private placements and digital currency are used selectively via third-party managers. The firm’s role as a capital allocator and its stated activity of selecting other advisers indicate it sources outside managers for non-public strategies rather than running those strategies in-house.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices