A complete list of active advisors currently associated with PK Quantitative Investing, LLC
Warmer can help you find a great advisor at PK Quantitative Investing, LLC or one who fits your needs even better.
PK Quantitative Investing, LLC is a small independent registered investment adviser that provides ongoing portfolio management and related investment planning to individual clients, including high-net-worth individuals. The firm documents client objectives in an Investment Policy Statement and accepts discretionary authority to implement and monitor client portfolios. The adviser follows a core-and-satellite approach, using passive index funds for the core and actively selected index/ETF/mutual fund and occasional individual equity or bond positions for satellite allocations. Its methods draw on quantitative, technical, fundamental and cyclical analysis, and the firm will employ options strategies (including covered, uncovered and spread positions) as part of its trading toolbox. Notable operational characteristics for a one-advisor firm managing approximately $4,680,129 for eight clients include a requirement that clients custody accounts at Schwab Institutional and a stated policy not to aggregate trades across client accounts. Combined with the use of active satellite selection and options trading without third‑party managers, these practices are relatively uncommon for firms of this size and can affect execution, liquidity and trade allocation.
To learn more about the advisors currently working at PK Quantitative Investing, 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 |
|---|---|---|
Tucson, AZ
| 10
|
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