aT Qsi...
THE GOOD THINGS IN LIFE ARE SIMPLE, SHOULDN'T INVESTING BE TOO?
At QSI, we utilize investment strategies that combine institutional quality management, academic research, principles of behavioral finance and practical investment experience to provide our clients with core portfolios that accommodate a wide range of client risk tolerances, time horizons, and financial goals.
ADVISOR ADVANTAGE...
•Commitment to helping you plan for clients' financial future
•Customized Strategy to potentially grow & preserve wealth
•Fiduciary responsibility for our recommendations
•Access to additional professional management and pricing
•Our compensation is tied directly to your financial success
... AND MORE
•Portfolios of same institutional-level quality to all clients
•IPS & documentation supporting goals & implementations steps
•Our portfolios are low-cost & low turn-over because fees do matter & impact performance
•Real time management with current holdings disclosed daily
CORE PORTFOLIO BENEFITS
Additional Information
QSI's core portfolios allow an investor to invest simply without sacrificing sophistication. Constructing a low cost, tax efficient and managed core portfolio has never been easier. Utilizing a QSI core portfolio strategy and satellite investments, advisors can manage the ups and downs of market cycles with more consistency. Once reserved for only wealthy individuals and institutional investors, QSI's core portfolio strategy provides diversified portfolios of managed accounts customized to the unique return and risk of characteristics of each individual. Some of the benefits of QSI's Core Portfolio Strategies:
Performance/Managing Risk: Help advisors and investors pursue optimal performance at any given risk level. Investors can seek the performance they need while managing their risk tolerance.
Customization and Control: Investors have the ability to choose between a variety of portfolios with specific return and risk parameters.
Portfolio Transparency: Investors have 24/7 access to all account information via the Fidelity website. This includes performance securities holdings, transaction history, gain/loss information and all fees associated with the account.
Diversification: By utilizing strategies with ETF's and index funds, QSI can offer broad or narrow exposure to virtually any market segment - both domestically and internationally.
Professional Management: Investors have access to professional money management tools that were previously reserved for only institutional clients and wealthy individuals.
Tax efficiency: ETF's and index funds offer a unique opportunity for investors to benefit from the vehicles' inherent tax efficiency while gaining exposure to a portfolio that is potentially more diversified.
Lower Fees: Employing ETF's for asset class investing provides broad diversification across all markets at the lowest fee structure due to their inherent construction. It allows the advisor and client control of one key component of return - investment costs.
Low Minimums: An investor seeking to invest in a similar core portfolio as with QSI's would have to invest a few million dollars to open a separately managed account.
Change to: A similar core portfolio of individual stocks would require an investment of several million dollars. With QSI, the same diversification can be achieved at a fraction of the investment.
Convenience: In one account, investors get complete diversification and access to 24/7 account information.
Securities offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. Investment advisory services offered through Quantitative Strategies, Inc. a registered investment adviser. Quantitative Strategies, Inc. is not affiliated with M.S. Howells & Co. This site is published for residents of the United States only. Registered Representatives of M.S. Howells & Co. and Quantitative Strategies, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither of M.S. Howells & Co. or Quantitative Strategies, Inc. provides legal or tax advice. For additional information, please contact our Compliance department, http://www.mshowells.com/. Check the background of the investment professional on FINRA™ BROKER CHECK ADVISER CHECK
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