Dacula, GA Office

QRIA, Inc. provides investment advisory and ongoing portfolio management services primarily to individual clients, including high‑net‑worth individuals. The firm prepares an investment policy statement for each client and offers both discretionary and non‑discretionary management on a household or individual account basis.

The firm’s approach combines multiple analytical methods — charting, fundamental and technical analysis, cyclical analysis, and modern portfolio theory — and it may implement strategies that include long‑ and short‑term trading, options, margin transactions, and short sales. QRIA documents client risk tolerance and tailors allocations for tax and financial circumstances, and it may utilize sub‑advisers and third‑party managed platforms (including directing clients to a named sub‑adviser) to implement portfolios.

QRIA differs from many peers in several ways disclosed in its brochure: several representatives are licensed through an affiliated insurance entity and may sell commissionable insurance products, the firm operates under a single principal/Chief Compliance Officer model while drawing on outside managers, and the principal is involved in other financial services (serving as a qualified intermediary for 1031 exchanges and administering promissory notes). The firm also accepts soft‑dollar research and documents potential conflicts of interest when recommending commissionable products or third‑party managers.