Global Markets
At Quantumvest, we take a modern approach to investment management.
Quantumvest’s portfolio managers have navigated a variety of market conditions across various types of financial markets. We seek to generate alpha by identifying the stage of the market cycle in order to find opportunities in the capital markets by analyzing historical and current information through statistical and quantitative analysis, as well as AI predictive analytics to select the best investments possible. Our analysis of the various markets follow a strict set of rules and principles that have been tested over the course of time.
Investment Strategies
Quantum Growth Portfolio
Our Premier Portfolio is comprised of approximately 15-25 of the highest quality stocks and Exchange Traded Funds (ETF)s. This multi capitalization strategy allows us to find value across all markets. We analyze historical and current data through statistical and quantitative modeling, as well as predictive analytics, to identify trends and capture opportunities.
Quantum High Quality Dividend Yield Portfolio
Our Dividend-Yield portfolio fixates on mainly large capitalization equities with strong management, solid earnings growth, and quality dividends. It also possesses yield producing Fixed Income Securities and Exchange Traded Funds (ETF)s. This portfolio is intended for long term capital appreciation and meaningful income.
Quantum Fixed Income Portfolio
Our Income portfolio intends to allow our clients to invest in the equity and fixed income markets. Clients have the ability, based on risk tolerance, to experience market returns in multi capitalizations, markets, and asset types. This portfolio is offered at a lower cost compared to the active portfolios while still having access to the highest level of client services.
Quantum Balanced Portfolio
Our balanced portfolios provide a customized allocation of the above portfolios and are constructed on a client by client basis.
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Investment advisory services offered through Quantumvest, Inc., a registered investment advisor.
This site is published for residents of the United States only. Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Taylor Roncancio at troncancio@Quantum-vest.com