A complete list of active advisors currently associated with QCI Partners LLC

Warmer can help you find a great advisor at QCI Partners LLC or one who fits your needs even better.

QCI Partners provides investment advisory services to individuals, high‑net‑worth clients, families, trusts and certain retirement plans, offering discretionary portfolio management and non‑discretionary retirement plan consulting. The firm operates as a small, principal‑led practice managing roughly $80 million for a limited client base. The firm’s investment approach emphasizes risk management within a value‑oriented framework, combining top‑down and bottom‑up analysis to identify special‑situation, catalyst‑driven opportunities. Portfolios may include equities, foreign exchange, digital assets, options and other derivative strategies, and the firm generally requires discretionary authority to implement its allocations. Distinctive features for a firm of this size include the availability of performance‑based fee arrangements for qualified clients and the disclosed use of borrowing (margin), short sales and derivatives within managed accounts, which can increase portfolio complexity and risk. The brochure also discloses a recent administrative consent order resolving late ADV amendments, a regulatory matter prospective clients may consider when evaluating the firm.

To learn more about the advisors currently working at QCI Partners 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.