Financial Q Group LLC

Financial Q Group LLC is a registered investment adviser that offers discretionary and non‑discretionary portfolio management and advisory services to high‑net‑worth individuals, trusts, family offices, investment companies, charitable organizations, and other investment advisers, primarily implemented through separately managed accounts and referrals to third‑party money managers. As of the brochure date the firm was newly formed and reported no assets under management, reflecting a de novo manager in the early stage of building client relationships.

The firm describes a disciplined, systematic investment process that combines fundamental and macroeconomic research with technical analysis to construct customized strategies across short, medium, and long time horizons. Financial Q’s strategy set explicitly includes derivatives (warrants, options, futures and OTC forwards), hedging instruments, short positions and margin trading, with derivatives usage contemplated within separately managed accounts.

Compared with many peers, Financial Q intends to select and oversee third‑party money managers, include assets managed by those managers when calculating its advisory fees, and enter into sub‑advisory arrangements. Its compliance framework includes a formal Code of Ethics, the potential for performance‑based compensation subject to high‑water‑mark provisions, and a compliance function with prior experience providing consulting and outsourced compliance services to other advisers.