A complete list of active advisors currently associated with Quant Portfolio Management

Warmer can help you find a great advisor at Quant Portfolio Management or one who fits your needs even better.

Quant Portfolio Management LLC is a registered investment manager that primarily serves pooled vehicles and institutional clients while also offering investment management and financial planning services to individual and high‑net‑worth investors when engaged. The firm provides portfolio construction and advice across equities, fixed income, ETFs and alternative asset funds, and may recommend other financial professionals to assist clients. QPM’s stated investment approach combines fundamental analysis with quantitative techniques — described in its materials as “Quantamental” investing — and it offers three broad strategy buckets: permanent, passive‑plus, and active portfolios. Portfolios can include derivatives for downside protection, alternative funds, and may be managed in whole or in part by third‑party Outside Managers selected and monitored by the firm, with client‑tailored restrictions and rebalancing. Compared with many peers, QPM emphasizes the formal selection and oversight of other advisers as part of its service model and discloses processes to assist clients with onboarding and reviewing Outside Managers. The firm also offers project‑based financial planning billed on an hourly basis and maintains a short-term value‑refund pledge for management services; it was recently formed and reported no assets under management as of the most recent filing.

To learn more about the advisors currently working at Quant Portfolio Management, 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.