A complete list of active advisors currently associated with QCFO, LLC
Warmer can help you find a great advisor at QCFO, LLC or one who fits your needs even better.
QCFO, LLC is a state-registered, fee-only investment adviser that provides discretionary portfolio management and broader wealth management services to individuals, high‑net‑worth clients, trusts, charitable foundations, and qualified plans. Founded in 2018 as a multi-family office platform, the firm also integrates tax management and advanced wealth-transfer planning into its client service model. The firm describes an investment approach that emphasizes scientific, engineered portfolios, global diversification, and discipline to control risk rather than market timing, with periodic reallocation and quarterly account reviews. QCFO acts as a fiduciary, uses independent custodians for client assets, and may employ alternative investments in specific circumstances while avoiding performance‑based fee arrangements. A distinctive feature of QCFO is its documented affiliation with an independent law practice: the firm’s Chief Legal and Compliance Officer operates a separate legal practice and QCFO may recommend those legal services to clients, a relationship disclosed in the brochure and overseen by its compliance program to address conflicts of interest. QCFO also notes limited situations in which it may serve as trustee, executor, or include structured note products in client accounts, and manages these arrangements with stated safeguards given its concentrated, approximately $20 million discretionary asset base.
To learn more about the advisors currently working at QCFO, 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 |
|---|---|---|
Cincinnati, OH
| 8
|
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