From discussing your concerns, to developing
a portfolio tailored just
for you, to daily oversight and management, to ongoing follow up and communication.
We will be there when you need us.
What is our investment style, or, how do we pick stocks?
It is a common question, and we wish we had a great answer. If we could sum it up in one word though, the word would be “eclectic.” We could say something like: “We wait for a stock that has met our fundamental and quantitative criteria to break simultaneously through their 50 and 200-day moving averages from the bottom of its long-term oscillation and print a near term high.” That is a actually a great strategy when one can find buyable examples, but if you waited for that perfect trade to materialize, you missed the first 30% of the recent rally.
Sometimes you have to catch the falling knife and be ready to sell quickly if it continues to fall. Sometimes a stock with the worst fundamentals looks ripe for a quick trade. At other times, a stock with great numbers will have to be sold. Sometimes with a stock up 100% at an all-time high, you grit your teeth and buy more. Sometimes we will happily take a quick 1% gain. Each market phase rewards a different style. Sometimes we anticipate market conditions and pick an investment to suit (top down). Sometimes we look at an investment that looks undervalued and wait for the market to catch on (bottom up). With regards to stock selection, we will at times base a purchase or sale on a stocks fundamental and quantitative analysis, while a quick trade could be based entirely on technical analysis. What worked so well last time around may fail miserably this time. Again, we believe flexibility is the key to consistent returns.
Goal: Maximize investment return while providing a cushion against adverse market events.
Investment Objective and Strategy
Here at Quantum we seek to provide our clients with superior and sustainable returns combined with effective risk management. We intend to follow a flexible approach in order to place our clients in the best position to capitalize on opportunities in the financial markets.
We will strive to be diversified enough to give us a cushion if one or more ideas fail to live up to expectations, but not so diversified that we merely mimic the market. A downside to our investment philosophy is that we will probably never be the highest performer over any given time frame because diversification will dilute the returns of your most profitable portfolio components. In our view however, the long-term consistency will far outweigh this risk.
With the current globalization, asset classes are more correlated than ever before. As a result of computerization, the markets move faster than ever before. When stress hits the financial system, most markets tend to move together.
We strive to diversify enough to provide a cushion if one or more ideas fail to meet expectations, but not so diversified that we merely mimic the market .Our idea for diversification involves optimizing the mix of investments we feel will grow in a strengthening economic climate with those that we feel will outperform in a weak one. Add to the mix a dividend strategy for wringing returns from a directionless tape, and we feel we are ready for whatever market conditions lie ahead.
We appreciate your interest in Quantum Financial Partners LLC. We welcome the opportunity to visit with you and further discuss our capabilities in relation to your overall investment and financial objectives.
Here is a brief summary of our areas of specialization:
Individual Investment Planning and Management:
Retirement Planning, Fee Based Asset Management, Personalized Portfolio Management, Investment Income
Strategies, Equity Strategies.
Alternative Investment Strategies:
to numerous alternative investments, including 1031 exchange Programs, REIT’s
(Public and Private), Limited Partnerships (Oil and Gas Exploration, Equipment
Leasing, and Storage Units).
Retirement-Wealth Protection & Transfer Planning:
Estate Planning, Family Business Succession & Continuity Planning.
Retirement Plan Consulting Services:
We represent a diverse group of Investment Firms providing world-class 401(k) and profit sharing plans custom tailored for companies from start-up to Fortune 500.
Customized investment consulting services to institutions and private clients.
Development and implementation of strategic investment plans for clients based on an analysis of their unique situation.
Customized strategies for each client.
Personal Financial Planning,
Investment Management Services.