Quantum Financial Services Inc.

Quantum Financial Services provides portfolio management, investment consulting, and customized financial and estate planning for individuals (including high‑net‑worth clients) as well as entities such as corporate pension and profit‑sharing plans, trusts, estates and charitable organizations. The firm’s brochure reports roughly $730.9 million in assets under management across client accounts.

Portfolios are constructed from a mix of individual equities, fixed‑income securities, mutual funds and occasional options strategies (covered calls and puts), with investment decisions informed by a combination of fundamental and quantitative analysis and third‑party research (Morningstar, Ned Davis, S&P). Accounts are managed on an individual basis and clients are given the opportunity to approve or disapprove investment selections and to impose restrictions, although the firm can be granted limited discretionary authority when a client executes a power of attorney.

Compared with many team firms, Quantum’s reported asset base is large relative to its advisory staff, resulting in high AUM per advisor, and the brochure emphasizes that a substantial portion of client assets is managed in a primarily non‑discretionary manner. The firm also delivers bespoke financial plans on a “critical‑needs” basis rather than as standardized plan booklets and does not accept proxy‑voting authority for client securities.