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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. Quantitative Strategies, Inc., and M.S. Howells & Co. are not affiliated entities.
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.
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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.