Inlet Beach, FL Office

QM Advisors LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, as well as corporations, 401(k) plans, and private hedge funds. Offerings include discretionary portfolio management, written investment policy statements, retirement-plan fiduciary and education services, and financial planning.

The firm generally manages accounts under documented investment policies and uses a mix of analytical methods — including fundamental, quantitative, technical, charting, and cyclical analysis — supporting long- and short-term trading, options and margin strategies where appropriate. Investment exposures can include mutual funds, ETFs (including precious-metal ETFs), REITs, private placements, commodities and venture-type investments, and the firm operates both separately managed accounts and pooled vehicles with stated allocation policies.

QM Advisors is distinctive among similarly sized team firms for operating and sponsoring a private hedge fund (QM Alpha Fund LP) and for managing pooled investment vehicles, and it discloses an intention to register with the Commodities Futures Trading Commission as a Commodity Pool Operator to support commodities trading for the fund. The firm also discloses partners’ roles in sponsoring the fund and that some representatives hold insurance licenses, and it describes policies to address those potential conflicts.