A complete list of active advisors currently associated with Quantitative Financial Strategies
Warmer can help you find a great advisor at Quantitative Financial Strategies or one who fits your needs even better.
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.
To learn more about the advisors currently working at Quantitative Financial Strategies, 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.
You can also browse Quantitative Financial Strategies's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Denver, CO
| 2
| |
Los Angeles, CA
| 0
| |
Sherman Oaks, CA
| 1
|
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