Elmwood Park, IL Office

Quantum Capital Investments is a registered investment adviser that provides discretionary portfolio management, financial planning, and ERISA retirement-plan services to individuals, high-net-worth clients, trusts, and employer-sponsored plans. As of June 2026 the firm reports approximately $153 million in assets under management and delivers ongoing portfolio monitoring, plan-level fiduciary services (3(21) and 3(38)) and one-off financial plans.

The firm uses a mix of fundamental, technical and cyclical analysis and implements long- and short-term strategies, trading, and option-based strategies where appropriate. Notably, QCI may employ box spreads and other exchange-traded option strategies and, where suitable, use borrowing in separately managed accounts subject to margin eligibility and internal caps (the brochure describes use of Level 3 margin accounts and limits loans to 25% of a client’s AUM).

QCI also offers in-house tax planning and bookkeeping services alongside its investment advisory work, a practice less common among peers and disclosed as a potential conflict of interest. The combination of ERISA 3(38) discretionary plan management, explicit use of defined‑payoff options strategies, and the firm’s stated lending parameters for managed accounts distinguishes its service set from many similarly sized advisers.