A complete list of active advisors currently associated with QVG, LLC

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

QVG, LLC provides discretionary investment supervisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, and trusts. The firm manages a range of strategies — equity, income, REIT, high‑yield fixed income, multi‑asset and a personalized special‑situations strategy — and generally charges fees based on a percentage of assets under management. QVG applies an impersonal, model‑driven investment methodology that ranks securities (primarily from the Russell 3000) using proprietary quantitative factors and macro inputs such as interest‑rate trends and Federal Reserve policy. While the methodology is applied consistently across accounts, the firm also employs derivatives (including options), may shift allocations to cash or fixed income in volatile markets, and builds individualized portfolios for clients in its special‑situations strategy. Distinctive aspects of the firm include the use of derivatives and complex fixed‑income instruments (e.g., CMOs, CDOs and high‑yield mortgage‑related investments) within separately managed strategies and operational practices that allow direct debiting of advisory fees, a condition that regulators treat as custody in certain circumstances. The firm has a disclosed regulatory matter: in December 2019 it entered a consent order with the Arkansas Securities Commissioner resolving unregistered advisory activity in that state, settled with an $8,000 payment.

To learn more about the advisors currently working at QVG, 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.