A complete list of active advisors currently associated with Ebquant, LLC

Warmer can help you find a great advisor at Ebquant, LLC or one who fits your needs even better.

EBQuant provides ongoing portfolio management and financial planning to a mix of clients that includes institutional clients, high‑net‑worth individuals, and individual clients (including non‑high‑net‑worth individuals). The firm creates an Investment Policy Statement for each client and offers discretionary and non‑discretionary investment supervisory services tailored to clients’ goals, time horizons, tax status and risk tolerance. The firm’s investment process blends fundamental, technical, and cyclical analysis and can be applied across strategic and tactical time frames. Implementation may include short‑term trading, margin, short sales for hedging, covered options strategies, and the use of leveraged or inverse ETF/ETNs, and EBQuant may allocate portions of portfolios to third‑party sub‑advisors under its discretionary authority. Distinctive features include a very small reported asset base (roughly twenty‑one thousand dollars) and a hybrid client focus that pairs institutional‑style management with one‑time and ongoing financial planning for individuals. Management also discloses outside business activities—including pooling capital for a laundromat venture and bookkeeping/tax services—and notes these relationships are disclosed and subject to non‑solicitation to mitigate potential conflicts.

To learn more about the advisors currently working at Ebquant, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.