A complete list of active advisors currently associated with Quantitative Solutions, LLC

Warmer can help you find a great advisor at Quantitative Solutions, LLC or one who fits your needs even better.

Quantitative Solutions, LLC is a solo-registered investment adviser that serves individuals (including high‑net‑worth clients) and small pension and profit‑sharing plans, offering financial planning and portfolio management services. The firm manages a small client base with roughly $14 million in assets largely held on a non‑discretionary basis and also provides stand‑alone financial planning engagements. The firm develops a Financial Profile and Investment Plan with each client and implements strategies using asset allocation modeling, primarily through mutual funds and tax‑free, fee‑only variable annuities. Quantitative Solutions relies on quantitative analysis and portfolio optimization tools and, when appropriate, executes client-directed activity through third‑party platforms (including Betterment and Altruist) that offer automated rebalancing and tax‑loss harvesting. Distinctive elements include the principal’s outside commercial real estate brokerage activity with NAI Nashville and the firm’s use of the Betterment for Advisors wrap‑fee platform and institutional custodian relationships. The combination of a very small, solo practice that manages most assets on a non‑discretionary basis via wrap and custodial platforms is atypical among independent advisory firms.

To learn more about the advisors currently working at Quantitative Solutions, 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.