Omaha, NE Office

Quantum Financial Partners provides discretionary portfolio management for individuals, family trusts, corporations, small businesses and foundations, overseeing both qualified and non‑qualified accounts. The firm also operates a pooled investment vehicle, Octopus LP, and aggregates its advisory and fund assets under discretionary management.

The firm’s investment process combines fundamental, quantitative and technical analysis to select publicly traded equities, bonds, ETFs and limited partnerships, and it may employ short sales, margin and option strategies where appropriate. Client objectives and risk tolerances are established through face‑to‑face discussions and questionnaires, and Quantum may delegate discretion to outside managers with client approval.

Uncommonly for a team of its size, Quantum acts as a private fund adviser and the general partner/sponsor of a pooled fund that charges performance‑based incentive fees to fund investors and uses a third‑party administrator and annual independent audits. The brochure does not describe standalone financial planning services, indicating the firm’s emphasis on investment management and private fund operations rather than comprehensive financial planning.