A complete list of active advisors currently associated with zQuant Advisory, LLC

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

zQuant Advisory provides portfolio management and financial planning primarily for individual and high‑net‑worth clients and also offers consulting services to pension and other employee benefit plans. The firm serves as the general partner of a pooled investment vehicle (zQuant Fund, LP) and states that it provides advisory services for pooled and institutional accounts in addition to individual accounts. The firm’s investment approach combines quantitative, cyclical and fundamental analysis and it employs a range of strategies including long‑ and short‑term trading, options, margin transactions, and short sales, while allocating across equities, fixed income, ETFs, private placements, hedge funds, private equity and real estate funds. zQuant generally manages accounts on a discretionary basis and discloses that it may use performance‑based fee arrangements for qualified clients, with policies intended to address the conflicts those arrangements create. Noteworthy for an independent adviser serving individuals, zQuant’s brochure discloses fund‑sponsor activity (as general partner of zQuant Fund, LP), management of pooled vehicles, and pension consulting — activities that are relatively uncommon among peers. The firm also requires clients to use a specified custodian (Interactive Brokers) and discloses receipt of research/soft‑dollar benefits, factors that can influence trade execution and allocation practices.

To learn more about the advisors currently working at zQuant Advisory, 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.