Quantitative Advantage, LLC (QA) is an investment advisor registered with the Securities and Exchange Commission (SEC) and is a limited liability company organized in the state of Minnesota. QA provides wealth management services to clients through its QA Wealth Management division. Registration of an investment advisor with the SEC does not imply any specific level of skill or training.
QA claims compliance with the Global Investment Performance Standards (GIPS®). To receive QA’s complete list of composites, composite descriptions and/or a presentation that complies with the GIPS® standards, please contact QA’s compliance department by telephone at 866-767-8007, by writing to 10400 Yellow Circle Drive, Suite 303, Minnetonka, MN 55343, or by email to compliance@QAwealthmanagement.com. For the purposes of determining firm assets and firm-wide compliance with the GIPS® standards, the firm is defined as all accounts managed on a discretionary or non-discretionary basis by QA, excluding insurance products.
QA and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisors by those states in which QA maintains clients. QA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. QA’s website is limited to the dissemination of general information pertaining to its investment advisory and management services, together with access to additional investment-related information, publications and links. Accordingly, the publication of QA’s website on the Internet should not be construed as a solicitation, offer or recommendation to effect or attempt to effect securities transactions, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by QA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of QA, please contact the SEC or the state securities regulators for those states in which QA maintains a notice filing.
The information included in this website is general in nature, is not suitable for everyone and is subject to change without notice. QA does not provide investment advice through this website. QA does not in any circumstances provide legal, accounting or tax advice. You should consult an attorney or an accounting or tax professional regarding your specific legal, accounting or tax situation.
QA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by or obtained from any third party, whether linked to QA’s website or incorporated herein, and takes no responsibility for any such information. The inclusion of any such information in this website does not represent an endorsement of the third party providing the information. All such information is provided solely for convenience and informational purposes only and all users of any such information should be guided accordingly.
QA’s website may include various materials that may contain a discussion of, and/or provide access to, QA’s positions and/or recommendations or other information as of a specific prior date. Due to various factors, including changing market conditions, any such materials, discussion or information may no longer be reflective of current positions and/or recommendations or other information. Moreover, no client or prospective client should assume that any such materials, discussion or information serve or serves as the receipt of, or a substitute for, personalized investment advice from an investment professional. Any views and opinions expressed in any such materials are provided in good faith to provide a general commentary of current market factors and conditions. Any such views and opinions are limited in scope and QA makes no representation or warranty as to the accuracy or completeness of any information provided.
QA’s investment strategies and model portfolios, like most investment strategies, involve the risk of loss of principal that clients should be prepared to bear. In all cases, investment returns and principal value will fluctuate and are subject to market volatility, so that a client’s investment, when sold, may be worth more or less than the original cost. Various types of investments involve different kinds of risk, and there is no assurance that any investment strategy or model portfolio will be profitable. There is no guarantee that QA’s approach to investing, its proprietary quantitative research and investment strategies and model portfolios will be successful or that the opinions expressed by QA will prove to be true. Asset allocation does not ensure a profit or protect against a loss.
Past performance of QA’s investment strategies and model portfolios is not a guarantee of future performance results. You should not assume that future performance results will be profitable or equal to QA’s past performance. Some of QA’s investment strategies and model portfolios have a limited performance history. The use of QA’s investment strategies or model portfolios may be appropriate for certain investors as part of their overall investment strategy. However, the use of investment strategies or model portfolios is not a substitute for personalized investment advice and investors should consult with their advisors before implementing any investment strategy or model portfolio. No investment strategy or model portfolio ensures a profit or protects against a loss.
For more information about QA, its investment programs, fees, and the risks associated with the investments which QA may make or recommend, please review QA’s Form ADV disclosure brochure, which is available on this website, or upon request from QA’s compliance department by telephone at 866-767-8007, by writing to 10400 Yellow Circle Drive, Suite 303, Minnetonka, MN 55343, or by email to compliance@QAwealthmanagement.com. Please review the Form ADV disclosure brochure carefully before or at the time you enter into an agreement with QA.
Click here to view QA’s Form ADV disclosure brochure as well as various other disclosure documents.