A complete list of active advisors currently associated with Quint Investments and Insurance
Warmer can help you find a great advisor at Quint Investments and Insurance or one who fits your needs even better.
Quint Investments and Insurance provides discretionary portfolio management and financial planning to individuals and certain pension and profit-sharing plans, and also offers access to insurance products and annuities. The firm documents client objectives with an Investment Policy Statement and conducts ongoing portfolio monitoring and implementation. The firm’s investment process emphasizes long-term trading informed by fundamental and technical analysis, with primary recommendations in mutual funds and ETFs, including precious metal ETFs. Quint generally manages accounts on a discretionary basis, may use Investment POD, LLC as a subadvisor on certain accounts, and directs clients to custody assets at Schwab Institutional. Compared with many peers, multiple advisors at the firm are licensed insurance agents and sell commissionable insurance through affiliated agencies, a practice the brochure identifies and discloses as a potential conflict of interest. The firm also notes atypical services — including a principal’s role as a Financial Neutral in collaborative divorce matters and providing insurance continuing education — and reports no account minimum.
To learn more about the advisors currently working at Quint Investments and Insurance, 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.
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