A complete list of active advisors currently associated with Quality Asset Management, LLC
Warmer can help you find a great advisor at Quality Asset Management, LLC or one who fits your needs even better.
Quality Asset Management is a small, independent advisory practice managing about $63.7 million for 17 client households and provides discretionary portfolio management primarily to individual and high‑net‑worth clients (the firm maintains a negotiable $6,000,000 household minimum). Services described in the brochure include an initial financial interview, construction and periodic reconstruction of an asset allocation, quarterly rebalancing and written quarterly account reporting. The firm emphasizes a globally diversified, asset‑allocation approach implemented mainly with no‑load mutual funds, ETFs and other pooled vehicles, with a tendency to hold portfolios for extended periods and rebalance quarterly or as client circumstances change. The brochure also states the adviser may recommend using leverage (for example mortgages or lines of credit) to increase potential returns and addresses that conflict by performing a risk analysis before suggesting such borrowing. What distinguishes the firm from many solo practitioners is its reporting and client mix: the brochure describes providing internal rates of return and performance reporting (including hypothetical/performance presentations) and notes a material non‑U.S. client component, and the firm explicitly discloses and documents conflicts when recommending leverage for separately managed accounts. The adviser operates with full discretionary authority, provides quarterly internal reports in addition to custodian statements, and states policies (such as avoiding soft‑dollar arrangements and not voting client proxies) intended to prioritize client interests.
To learn more about the advisors currently working at Quality 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.
Name |
Location |
Years of experience |
|---|---|---|
La Jolla, CA
| 17
|
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