A complete list of active advisors currently associated with QuantStreet Capital
Warmer can help you find a great advisor at QuantStreet Capital or one who fits your needs even better.
QuantStreet Capital is a small, two-advisor registered investment adviser that provides discretionary investment management, financial planning, and consulting to individuals, trusts, retirement plans, businesses, and charitable organizations, and also delivers model portfolios and consulting to other investment advisers and institutional subscribers. It offers an adviser-affiliation option for independent advisers and, to a lesser extent, provides educational speaking engagements. The firm implements a quantitative asset-allocation approach driven by a proprietary machine-learning model combined with discretionary human oversight; it offers multiple risk-targeted SMA strategies and Target-Date Replicating Portfolios that are constructed from historical return relationships. QuantStreet may use derivatives and borrowing within separately managed accounts, constrains model parameters through human review, and does not exercise discretionary authority over third‑party model subscribers who independently decide whether and how to implement the models. Distinctive features disclosed in the brochure include the firm’s publication of hypothetical performance and performance results for its models and replicating strategies, and an affiliation between a firm principal and a law firm whose client base may overlap with the firm’s investors (a potential conflict that the firm discloses). The firm also distributes AI-generated, opt‑in news summaries and a monthly newsletter and model explanations to clients and subscribers, and generally enters separate orders for each client account rather than routinely aggregating trades into block executions.
To learn more about the advisors currently working at QuantStreet Capital, 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.
Name |
Location |
Years of experience |
|---|---|---|
Rye, NY
| 4
| |
Rye, NY
| 4
|
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