Quantum Wealth Management delivers a systematic investment process integrated with a client's specific goals, values, and risk exposures. We protect investors from taking risks that entail no expected benefit, excess expenses and taxes, and emotional decision making. Our investment philosophy is grounded in Nobel Prize-winning academic and scientific research with the fundamental assertion that capital markets reward investors over the long-term for taking appropriate levels of specific types of risk for which there is an expected benefit. Moreover, our portfolio structure dictates the expected return of the portfolio, rather than a speculative analysis that is often the undoing of many investors.
The vast majority of the investment and wealth management industry is based on the false premise that one can control the four "uncontrollables": 1) timing the market, 2) selecting winning securities, 3) selecting winning managers, and 4) financial news. By contrast, we choose to focus on the four factors that are within our control: 1) controlling costs, 2) minimizing investment taxes, 3) diversification, and 4) a disciplined process.
We design and implement highly-tailored, diversified investment solutions that blend the global equity markets with fixed-income securities, real estate, natural resources, and other private or alternative investments. Due to our market positioning and typical client size, we have access to various investment options that are mostly unavailable to both retail investors as well as to investors in larger brokerage houses.