Los Alamitos, CA Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Quantumvest, Inc.
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About
Quantumvest serves individual and high‑net‑worth clients as well as trusts, estates, employer‑sponsored retirement plans, and small businesses. The firm provides discretionary portfolio management, retirement plan consulting, and wealth‑planning services, and typically implements client relationships through an Investment Policy Statement and periodic account reviews.
The firm’s investment process blends buy‑and‑hold portfolio construction with technical analysis and cycle‑driven charting to inform timing and rebalancing decisions, and it offers ongoing monitoring and reporting on a quarterly basis. Quantumvest also uses performance‑based fee arrangements for qualified clients, a billing approach that is uncommon among similar firms.
Distinctive features include an advisory practice that advises on public‑market timing and, in certain circumstances, assists companies considering going public, alongside retirement plan fiduciary consulting (3(21)/3(38) services). The firm operates with a small adviser team and modest assets under management, and its ADV discloses a prior arbitration matter from 2023 that was resolved through private settlement.
Based on Quantumvest, Inc.
Expertise
Based on Quantumvest, Inc.
Location
Los Alamitos CA
Advisors at this office
1
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