A complete list of active advisors currently associated with IQ Capital Strategy LLC

Warmer can help you find a great advisor at IQ Capital Strategy LLC or one who fits your needs even better.

IQ Capital Strategy, LLC is a state-registered investment adviser that provides discretionary portfolio management to individuals (including high-net-worth clients) and charitable organizations. The firm manages approximately $22.6 million and generally implements tailored portfolios after collecting client information and agreeing on objectives, with a typical account minimum that can be waived at the firm's discretion. The firm’s investment approach emphasizes technical analysis and algorithm-driven trade signals, and it seeks capital appreciation with lower volatility than equity markets by allocating across ETFs, equities, fixed income, single‑stock futures and commodities. Portfolios are managed on a discretionary basis and the strategy can involve relatively frequent short‑term trading and use of derivatives, margin and short sales, which may increase trading costs and have tax implications. Notable distinctions include the firm’s publication of advertised performance results, a practice uncommon among similar advisory teams, and its registration as a commodity pool operator in addition to investment-adviser registration. The principal owns a dominant interest in the firm and maintains an affiliation with a broker‑dealer, creating potential commission-related conflicts, and the firm does not offer standalone financial planning services, focusing instead on investment management with custodial arrangements through a third-party custodian.

To learn more about the advisors currently working at IQ Capital Strategy 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.