Check the background of your financial professional on FINRA's BrokerCheck. 

Advisory services offered through Quantitative Strategies, Inc., a registered investment adviser and wholly owned subsidiary of Planned Asset Management, LLC.  Securities offered through M.S. Howells & Co., a registered broker/dealer. Member FINRA/SIPC.  M.S. Howells & co. is not affiliated with Quantitative Strategies, Inc or Planned Asset Management, LLC.

 Quantitative Strategies, Inc., is an SEC registered investment advisor. SEC registration does not imply a certain level of skill or training.  

Certified Financial Planners must attain a bachelor’s degree (or higher) from an accredited college or university and have three years of full-time personal financial planning experience or the equivalent part-time experience (2,000 hours equals one year full-time). Certified Financial Planners must also complete a CFP-board registered program, or hold one of the following: CPA, ChFC, Chartered Life Underwriter (CLU), CFA, Ph.D. in business or economics, Doctor of Business Administration, or an Attorney’s License. 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

There is no guarantee a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

An exchange-traded fund (ETF) is a type of pooled investment security that operates much like a mutual fund. Typically, ETFs will track a particular index, sector, commodity, or other asset, but unlike mutual funds, ETFs can be purchased or sold on a stock exchange the same way that a regular stock can. An ETF can be structured to track anything from the price of an individual commodity to a large and diverse collection of securities. ETFs can even be structured to track specific investment strategies.

All indexes referenced are unmanaged. The volatility of indexes could be materially different from that of a client’s portfolio. Unmanaged index returns do not reflect fees, expenses, or sales charges. Index performance is not indicative of the performance of any investment. You cannot invest directly in an index. 

No investment strategy can guarantee a profit or protect against loss in periods of declining value.

https://adviserinfo.sec.gov/

DISCLAIMER: THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY LINKED SITE. This website is for informational purposes only and does not constitute a complete description of our investment services, strategies or performance. Past results are not an indication of future performance and nothing throughout this website should be interpreted to state or imply such. This website is in no way a solicitation or offer to sell securities or investment advisory services. QSI is an SEC registered investment advisor and only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.  

Each investor should consult with their financial advisor regarding the financial, tax and legal suitability of this investment. No person should invest in these or other investments if they are not able to evaluate the merits and risks on their own or through an advisor. All information on this site and statements regarding markets and investments are obtained from sources which we and our suppliers of this information believe reliable. We do not warrant or guarantee the timeliness or accuracy of this information. Any person relying upon this information shall be solely responsible for the consequences of such reliance and QSI and our suppliers shall not be liable.