Bernie Jerome Manard
Advisor at QVG, LLC — Alma, AR Golf Course Dr.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®, Series 63, Series 65
Experience Industry experience
28 years
Location
Alma, AR 72921
QVG, LLC
Supported
Bernie Manard is a CFA® charterholder with 28 years of industry experience. He is a principal at QVG, LLC, where he has worked since 2014. His prior experience includes roles at Longboat Key Distributors, Inc. and Achieve Financial Independence, where he also serves as a principal providing group health insurance to small companies. QVG, LLC offers discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm uses a model-driven investment approach that incorporates proprietary quantitative factors and macroeconomic inputs, managing a range of strategies including equity, income, REIT, and special-situations portfolios.
Based on QVG, LLC
$50,000 - $500,000: 2.00% of assets under management $500,000 - $3,000,000: 1.25% of assets under management $3,000,000+: 1.00% of assets under management
Account minimum: $50,000
Alma, AR Golf Course Dr.
3319 Golf Course Dr.
Alma AR 72921
Advisors at this office
1
Arkansas · Florida · Illinois · Texas
28 years of industry experience
Longboat Key Distributors, Inc.
2016 - 2018 • 2 years
Van Buren, AR
QVG, LLC
2014 - Present • 12 years
Naperville, IL
Achieve Financial Independence
1994 - 2019 • 25 years
Van Buren, AR
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A formal proceeding by a regulator, such as the SEC, FINRA or a state securities agency, over investment-related rules.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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