A complete list of active advisors currently associated with QTR Capital Management LLC

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

QTR Capital Management provides discretionary investment management primarily to high‑net‑worth individuals through separately managed accounts. The firm offers a suite of named strategies — including Big Cap Alpha, Small & Mid Cap Alpha, Sector Rotation Alpha, Contrarian Opportunity, Pinnacle Alpha and Dividend Income Plus — that use equities, ETFs and options. Its investment process blends technical, fundamental and quantitative analysis to implement long/short equity trades, sector rotation models and periodic bearish exposure via long puts, while also offering non‑directional options strategies such as index credit spreads. Portfolios are managed according to the client’s selected strategy and account guidelines, with ongoing monitoring and, for eligible clients, optional performance‑based fee arrangements subject to applicable rules. Distinctive features include a stated focus on high‑net‑worth separate account clients and the availability of performance‑based fees despite the firm’s modest assets under management and small client base, which is less common among peers. The firm also uses leverage and multi‑threshold hedging in its Dividend Income Plus strategy and the principal publishes a retail investment newsletter that shares similar trade ideas, a relationship the firm discloses and addresses through policies and procedures.

To learn more about the advisors currently working at QTR Capital 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.