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 serves individuals, trusts, retirement plans, businesses, and charitable organizations and also offers model-portfolio subscriptions and consulting to other financial advisory firms and asset managers. Its services include discretionary separately managed account (SMA) management, financial planning and consulting, model delivery subscriptions, an adviser affiliation option for independent advisers, and occasional educational speaking engagements. The firm implements a quantitative asset-allocation strategy driven by a proprietary machine learning Model combined with discretionary oversight by the firm’s managing members; it constructs multi–risk-level portfolios and offers Target‑Date Replicating Portfolios as well as tactical model portfolios. Portfolios may include ETFs, mutual funds, single‑company stocks, options and other derivatives, and the firm provides opt‑in AI‑generated news summaries and a monthly newsletter and model reports to clients and subscribers as part of its information flow. Distinctive features disclosed in the brochure include the firm’s advertising of hypothetical performance and performance results for its models and replicating portfolios, and its explicit work with other investment advisers through model subscriptions and an adviser‑affiliation program. The brochure also notes that one managing member is active in a law practice and the other in academia (creating disclosed potential conflicts and operational considerations), that the firm generally enters separate client orders rather than block aggregations, and that certain SMA strategies may involve derivatives exposure and leverage with related risk disclosures.
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
| 5
| |
Rye, NY
| 4
|
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