Quantic Advisors

Quantic Advisors, LLC provides portfolio management and investment advisory services to individuals and high‑net‑worth individuals. The firm states it prepares individualized Investment Policy Statements and offers both discretionary and non‑discretionary management across mutual funds, equities, ETFs, fixed income, real estate funds and Treasury‑inflation‑protected securities.

Its stated investment process combines modern portfolio theory with fundamental, quantitative, technical and charting analyses, and may use model allocations to tailor portfolios to each client’s goals, time horizon and risk tolerance. The brochure also describes the use of long‑term trading and options strategies — including covered and uncovered option positions — and notes the firm typically seeks discretionary trading authority to implement recommendations.

Distinctive elements in the brochure include the focus on individualized IPS documentation alongside active options trading, which can be less common among very small or newly formed advisers, and an explicit absence of private fund advisory services. The firm also discloses the principal’s prior analytical roles supporting valuation and quantitative research, which the brochure presents as part of its advisory capabilities.