A complete list of active advisors currently associated with QEX Asset Management LLC

Warmer can help you find a great advisor at QEX Asset Management LLC or one who fits your needs even better.

QEX is a single‑advisor investment adviser that manages separately managed accounts for institutional investors and high‑net‑worth individuals. The firm also provides financial planning services, including asset allocation, tax planning and insurance‑related advice, and explicitly references work with charitable organizations, trusts and corporate entities. The firm runs two systematic, model‑driven strategies: a VAMA high‑yield fixed‑income program and a FRESH equity momentum program, trading across bonds, mutual funds, ETFs and derivatives. QEX relies on technical, quantitative and momentum analysis and on consultant‑provided signal models, and it discloses that accounts may be actively managed with high turnover and frequent rebalancing (often daily). What is distinctive for a firm of this size is the combination of an institutional service focus and active trading in high‑yield and municipal bond market segments alongside a high‑turnover equity momentum strategy. The brochure also notes use of third‑party strategy inputs and a platform arrangement with a major custodian, and that the firm does not generally tailor its standard investment programs to individual accounts.

To learn more about the advisors currently working at QEX Asset Management 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.