A complete list of active advisors currently associated with Quantumvest, Inc.

Warmer can help you find a great advisor at Quantumvest, Inc. or one who fits your needs even better.

Quantumvest provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and small businesses, delivering both discretionary and non-discretionary management across client accounts. The firm is small—two advisors serving roughly 174 clients—and manages about $41 million in client assets, with a stated focus on long-term wealth preservation for business owners and high-net-worth individuals. Its investment process couples strategic asset allocation and written Investment Policy Statements with technical analysis and cycle-based market assessment, and the firm monitors accounts through regular reviews and reporting. Quantumvest uses a range of strategies—including long-term holdings, shorter-term trades and option strategies—and also provides retirement plan consulting to plan sponsors. Notably, the firm offers performance-based fee arrangements to accredited or qualified clients, a practice that is uncommon among peers and which the brochure says is governed by procedures intended to mitigate potential conflicts of interest. Quantumvest also describes advisory services around timing companies’ entry to the public markets (IPOs) and discloses a 2023 arbitration that was resolved privately without admission of liability.

To learn more about the advisors currently working at Quantumvest, Inc., 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.