Investment Management

Sound investment planning to help meet your goals

INVESTMENT MANAGEMENT

Goals Based Solutions

Guided by an advisor and informed through planning, we help you construct investment portfolios that are focused on achieving your personal goals.

Guided Investment Planning Process

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Risk Analysis

Determine your comfort level for risk

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Taxes

Understand the impact of taxes and related matters

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Asset Allocation

Ensure your allocation is diversified

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Strategy Selection

Select strategies based on your specific goals

Enduring Investment Principles

Our investing approach is rooted in planning and time-tested principles that direct our investment recommendations and decisions.

Discipline

A disciplined framework and process to investing

Diversification

A diversified approach to meet objectives

Diligence

A diligent commitment to responsible wealth management

Investment Platform Strategies

Dynamic

Actively managed strategies which seek to capitalize on market opportunities or to reduce risk of out-of-favor investments

Strategic

Buy and hold strategies with broad market exposure, utilizing funds with lower costs and a focus on greater tax efficiency

Multi-Strategy

Strategies that combine the potential benefits and diversification of various asset classes and investment approaches, including dynamic and strategic

Specialty

Targeted dynamic or strategic strategies for unique goals or to pair with other strategies

Investment Strategies

Dynamic

Actively managed strategies which seek to capitalize on market opportunities or to reduce risk of out-of-favor investments

Strategic

Buy and hold strategies with broad market exposure, utilizing funds with lower costs and a focus on greater tax efficiency

Multi-Strategy

Strategies that combine the potential benefits and diversification of various asset classes and investment approaches, including dynamic and strategic

Specialty

Targeted dynamic or strategic strategies for unique goals or to pair with other strategies

Investment Management Team

Our dedicated team of investment professionals, including Chief Investment Officer James Ferrin, CFA and Portfolio Manager David Slegh, CFA, CAIA, is responsible for designing, developing and managing our investment strategies. Overseen by QA’s Investment Committee, they conduct in-depth research and rigorously select investments in ETFs and mutual funds that make sense for each strategy. They continuously monitor the global markets and evaluate our strategy holdings to decide when to take appropriate action. All of which helps give you confidence regarding the management of your money.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

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