A complete list of active advisors currently associated with Quinn Capital LLC

Warmer can help you find a great advisor at Quinn Capital LLC or one who fits your needs even better.

Quinn Capital LLC provides discretionary private investment management to individuals, trusts, estates, charitable organizations, businesses and pension plans, managing roughly $23.9 million on behalf of 35 clients. The firm generally serves high-net-worth clients, notes a stated minimum commitment of $1,000,000 (with potential exceptions), and charges asset-based management fees. The firm's stated objective is growth, implemented through a focused “growth at a reasonable price” equity strategy that emphasizes capital appreciation and capital preservation; the process is described as buy-and-hold on strength and sell on weakness. Investment decisions combine fundamental analysis of corporate financials with technical analysis of price and volume, and cash is used strategically when suitable opportunities are not present. Noteworthy aspects include the firm’s policy of having its principals fully invested in the same portfolios as clients and requiring personal trades to follow client executions, and its recommendation to use Folio Investments/Goldman Sachs Custody Solutions as the sole custodian. The adviser’s investable universe is largely limited to U.S. exchange-listed stocks and foreign-issuer ADRs, and accounts are monitored daily with formal annual reviews.

To learn more about the advisors currently working at Quinn Capital LLC, 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.