A complete list of active advisors currently associated with QRIA, Inc.

Warmer can help you find a great advisor at QRIA, Inc. or one who fits your needs even better.

QRIA, Inc. provides ongoing portfolio management to a small roster of individual clients, including high-net-worth households, managing approximately $18 million across about 14 client relationships. The firm documents each client’s situation in an Investment Policy Statement and offers both discretionary and non-discretionary management at the household or individual account level. The investment process draws on charting, fundamental, technical, cyclical analysis and modern portfolio theory to build model portfolios and tailored allocations, and may include long- and short-term trading, short sales, margin transactions, and options. QRIA may engage sub-advisers and select outside managers or platforms — including directing clients to SEI Investment Management Corporation programs — to implement strategies and execute trades. The firm discloses an affiliation with an insurance entity and that its representatives are licensed to sell commissionable insurance products, a relationship the brochure identifies as a potential conflict of interest. The principal’s involvement in related businesses — serving as a qualified intermediary for 1031 exchanges and managing a promissory-note administration service — and the firm’s regular use of sub-advisers/manager platforms are operational features that distinguish QRIA from many solo independent advisers.

To learn more about the advisors currently working at QRIA, Inc., 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.