Katy, TX Office
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Quiver Financial Holdings LLC
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Firm-wide stats for Quiver Financial Holdings LLC
About
Quiver Financial Holdings serves individual and high‑net‑worth clients as well as investment companies and corporations, offering discretionary and non‑discretionary portfolio management, financial planning and consulting, and managed account services. The firm also offers a web‑based subscription newsletter that provides macro commentary on emerging sectors and disruptive technologies and is available to clients and other registered investment advisers.
The firm tailors advice to clients’ stated objectives, time horizons, and risk tolerances and uses a range of strategies including asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases; accounts are reviewed at least quarterly. Quiver offers performance‑based fee arrangements to qualified clients and engages in side‑by‑side management while emphasizing suitability reviews and ongoing client suitability checks.
Quiver is notable among peers of its size for operating a subscription research product, accepting performance‑based fees for certain qualified accounts, and providing services to investment company clients and private investment vehicles (including managing or advising on funds). The firm discloses affiliated insurance activities in which its personnel are licensed agents and a disciplinary history that includes a one‑month regulatory suspension and fine in 2014 and a 2010 arbitration settlement.
Based on Quiver Financial Holdings LLC
Location
Katy TX
Advisors at this office
1
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