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.
•Commitment to helping you plan for your financial future
•Customized Strategy to potentially grow &preserve your wealth
•Fiduciary responsibility for our recommendations
•Access to professional management and pricing
•Our compensation is tied directly to your financial success
•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
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, clients 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.