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Omaha: (402) 614-4050 | Overland Park: (913) 538-5753

Who We Are

Alternatives

 

Quantum Financial Partners has become the leader in overseeing, balancing  and managing diverse alternative strategies and investment opportunities.

 

Quantum Financial Partners is an expert in non-correlation and risk management.  When properly blended, alternative strategies effectively generate positive returns, reduces risk and protects investors capital in the roughest of market environments.

 

The term “Alternatives” gets thrown around a lot in today’s investment world.  What exactly does that mean?  Generally, alternatives are investments that should be non-correlated to the stock market or investments that have the ability to generate positive returns in all market environments.  Upon closer examination, however; we have found many investments which claim to be “alternative” have a strong correlation to the broad markets and mimic market returns with a similar amount of volatility.  We have also found most alternative strategies are watered down for various reasons ranging from fee’s to daily liquidity issues.  Our specialization is filtering down and matching up proven alternative strategies with other types of alternative strategies to effectively offset market volatility and most importantly protect investors capital from painful draw downs. To us, that means non-correlation to the market, non-correlation to each strategy, liquidity, volatility control and a strong track record of outperforming the overall market in down market environments.

 

Octopus, LP is one of our offerings we make available to accredited High Net Worth's, Non-Profits and Professional athletes  Click below to go to our secure Octopus, LP website.

 

 

OCTOPUS, LP »

 

 

Investment Planning

 

The Definition of Insanity:

Doing the same thing over and over and expecting a different outcome.

 

QFP PHILOSOPHY:  Our core philosophy is to maximize returns while at the same time manage downside risk.  We live in a much more sophisticated investment world than we did even 5, 10 or 20 years ago.  It is our goal to stay out in front of the market with new and fresh ideas.  The majority of investment advisors still live in the old product driven world which is why they repeat the same mistakes over and over.  This has lead the average asset allocation (mutual fund, ETF, stock and bond) investor to vastly under perform the overall market and assume much more intrinsic volatility than most even realize.

 

We believe if we can limit and manage the downside risk for our clients in today’s VOLATILE and CHAOTIC world we will outperform the majority of investment advisors for years to come.

 

How do we do this:

 

Old Way: The 2-D Approach (Stocks, Bonds)

 

New way: The 3-D Approach (Stocks, Bonds & Alternatives)

 

Hands-On, Alternative and Active portfolios – Our belief is that most active mutual funds, ETF and  stock portfolios will underperform the market a great deal of the time.  Why?  Traditional portfolios are not designed to make quick decisions.  We have partnered with strategist that have consistently outperformed in the worst of market environments.  We only seek out strategies that have shown the ability to generate positive returns in up and down markets consistently.

 

 

Executive Benefits

 

Executive benefits can be very complex but also a very powerful tool used to recruit and  retain key personal.

 

We take the approach of not being a “me too” firm.  Our firm spends time to learn about what is important to you as the employer but also what you feel your needs will be as the millennials start to position themselves as key employees in the future growth of your organization.  We think outside the box to design a customized plan for your unique needs.  We believe implementation is key to the success of a solid executive benefits structure.

 

Some of the strategies for consideration consist of:

 

  • Qualified Plans (401ks)
  • Non-Qualified Plans
  • Executive Bonus Structures
  • Premium Financing (Protect your legacy with less)
  • Deferred Compensation Package
  • Carve out Structure
  • 10b5-1 planning
  • Health, Life, Disability and Long term care Insurance
  • Reverse Discrimination of Qualified Plan Consulting

 

Secured Back End Lending

 

Securities backed lines of credit have become more and more popular over the past few years for very clear reasons.  Investors want access to money and liquidity but DO NOT want to dip into their investments.

 

At Quantum Financial Partners, we have partnered several banks which allows us the flexibility to negotiate only the best  terms for our clients.

 

What you get:

 

  • Cost effective – rates often lower than conventional loans
  • Flexibility –  fast cash through fast approval and flexible underwriting
  • Liquidity – ability to leverage your investment holdings without incurring capital gains
  • Leverage – get as much as 75% of the value of your investment holdings

 

 

 

 

Omaha Office:

14301 FNB Parkway, Suite 204

Omaha, NE 68154

Phone 402 614 4050

Fax 402 556 7373

Overland Park Office

11020 Oakmont Suite 100

Overland Park Kansas 66210

(913) 538-5753

Fax (913) 538-5281

 

©2016 Quantum Financial Partners, LLC. All rights reserved.

Omaha Office:

14301 FNB Parkway, Suite 100

Omaha, NE 68154

Phone 402 614 4050

Fax 402 556 7373

 

Overland Park Office

11020 Oakmont Suite 100

Overland Park Kansas 66210

(913) 538-5753

Fax (913) 538-5281

info@qfp-llc.com