A complete list of active advisors currently associated with HealthQuant Associates LLC
Warmer can help you find a great advisor at HealthQuant Associates LLC or one who fits your needs even better.
The firm is a state-registered investment adviser that, according to its brochure, provides discretionary portfolio management and typically bills clients as a percentage of assets under management. The brochure also discloses that the firm reported no clients or regulatory assets under management as of the filing date and expects to amend its ADV when it begins managing client assets. Its investment process combines fundamental and technical analysis with cyclical economic analysis, and it constructs tailored, actively monitored portfolios that draw on the principal’s experience in the healthcare and life‑sciences sectors. Strategies described in the brochure range from long‑term buy‑and‑hold allocations to shorter‑term trading, and may include use of short sales and options to hedge or express market views. A number of operational features distinguish the firm from many peers: it operates with a single supervised investment professional and currently has no AUM, it reports participation by that professional in a separate pooled investment vehicle for which no management fees are charged, and it discloses the ability to have fees debited by custodians (creating indirect custody) and to receive ancillary custodian benefits. The brochure also notes a small amount of non‑investment consulting activity by the principal and an intention to rely on select broker‑dealers for execution and custodial services, which may affect trade routing and ancillary benefits.
To learn more about the advisors currently working at HealthQuant Associates 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.
Name |
Location |
Years of experience |
|---|---|---|
Skokie, IL
| 11
|
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