Quantitative Financial Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Quantitative Financial Strategies serves individual and high‑net‑worth clients with fee‑only services that include investment management, wealth management, project‑based financial planning, and retirement plan consulting. The firm delivers portfolio management for taxable and tax‑sensitive accounts and may recommend third‑party professionals as part of comprehensive planning.
The adviser applies asset‑allocation and modern portfolio theory, using a mix of passive and active investments and model portfolios accessed via Schwab’s Model Market Center and third‑party managers. Strategies described in the brochure include direct indexing and, in certain accounts, long/short separately managed account techniques, with most client relationships managed on a discretionary basis and supported by technology including AI tools for meeting recording and analysis.
Notable distinctions for this firm are its solo‑practitioner structure despite managing approximately $156 million in assets and a stated $5 million account minimum (subject to waiver). The brochure also discloses the firm directly compensates non‑employee promoters for client referrals and uses endorsements in advertising, and it employs provider‑specific funds (e.g., DFA mutual funds) that may limit portability of those holdings if a client moves to an adviser not approved by the fund sponsor.
Client services
Expertise
Fee options
Fixed fee for project-based financial planning ranges from $2,000 to $20,000
$0 - $5,000,000: 0.95% annually (Investment Management Services) $5,000,001 - $10,000,000: 0.85% annually (Investment Management Services) $10,000,001+: 0.75% annually (Investment Management Services) $0 - $5,000,000: 1.20% annually (Wealth Management Services) $5,000,001 - $10,000,000: 1.00% annually (Wealth Management Services) $10,000,001+: 0.80% annually (Wealth Management Services) $0+: Up to 0.95% annually (Retirement Plan Consulting, maximum fee)
$250 per hour for project-based financial planning
Account minimum: $5,000,000 Fee-only: Financial Planning Services: Fixed fees range between $2,000 to $20,000; Hourly rate $250/hour
Main office
Denver CO
Advisors at this office
1
Most active in
California · Colorado · Massachusetts · North Carolina · Texas
Also doing business as
Altenn Wealth · Forward Wealth Management · Quantitative Financial Strategies · Quantitative Financial Strategies LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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