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
Risk Analysis
Determine your comfort level for risk
Taxes
Understand the impact of taxes and related matters
Asset Allocation
Ensure your allocation is diversified
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.
