A complete list of active advisors currently associated with Quants Compete

Warmer can help you find a great advisor at Quants Compete or one who fits your needs even better.

Quants Compete is a state-registered independent advisory firm that provides discretionary investment management to individuals and small businesses, managing roughly $1.44 million across 14 client accounts. Services include customized portfolio management across equities, ETFs, bonds, options and cash-management instruments, and the firm requires client custody on the Interactive Brokers platform. The firm gathers client information via a written questionnaire and applies quantitative strategies that combine technical and fundamental inputs to generate buy/sell signals; strategies can employ short-term trading and options as part of portfolio management. Quants provides clients with written performance and risk metrics on request and also publicizes performance results through its affiliated fintech/newsletter channels. Noteworthy for a solo independent adviser, Quants routinely uses derivatives (including options) in separately managed accounts and serves corporate/small-business clients in addition to individual investors. The firm is affiliated with a parent fintech/newsletter business and a wholly owned AI automation subsidiary for small businesses, and its ADV discloses several related‑party relationships (including a client creditor and a client equity investor) that it says it manages through disclosure and its fiduciary processes.

To learn more about the advisors currently working at Quants Compete, 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.