Individual Solutions

From the investment policy statement, Quantum portfolio managers build a customized portfolio specific to each client that is separately managed to match the client's objectives.

Customized portfolios are a blend of our core institutional equity strategies and our selection of investment grade bonds, international equities and a mix of exchange traded funds. Our disciplined research and analysis is applied across all asset classes resulting in globally diversified portfolios with favorable risk characteristics.

Hedging and Tax Efficient Liquidation Strategies for Concentrated Equity Positions
For clients with a large portion of their net worth tied up in one individual security, we offer a disciplined approach to managing their unique position. We employ a strategy that will help the client take control of their position and allow them to make informed tax efficient decisions about if and when to liquidate their security. Our hedging strategy allows clients to structure the end result to fit their objectives, whether that is to maintain the position or to completely diversify. Through hedging, we can create strategies for preserving wealth, generating extra income or tax efficiently diversifying over time.