Mission Statement

At Quantum Financial Advisors our mission is to offer global access to premier institutional money & wealth management products and services, on a wholesale basis.

Our Investment Strategy

Most importantly, our strategy proposes an optimal asset allocation that is custom tailored to each client’s appetite for risk. Prior to executing trades, we take into account independent research, calculate our own intrinsic value, and review fundamental and technical analyses. In this respect we use state-of –the-art-technology and research from many Wall Street firms. Lastly, we believe it is important to focus on financial & tax planning and money management to maximize client’s returns, while minimizing market risk.

Our Values

QFA firmly believes in teamwork, integrity and excellence, while placing the clients’ need above those of the company and the principal of the firm. Furthermore, we utilize our core values as a cornerstone in building successful relationships for the long term.

Our Professionals

QFA’s advisors must meet the highest personal and professional standards in order to offer both our institutional and retail clients what we call, “advice with integrity”. Our business relationships are built on mutual trust and respect.

Recent Successes

QFA clients participated in over 40 IPOs (initial public offerings) from 1999 to 2007. During the first half of 2000, QFA was concerned with the high valuations of equities and the prospect of a Federal Reserve reducing short term rates, therefore we reduced exposure to many successful IPOs and high tech stocks (high beta), and simultaneously increased exposure to long duration bonds. During Q1 of 2003, QFA called the market bottom and reduced exposure to long term bonds and increased exposure to equities. Furthermore, during the first six months of 2003, QFA rolled down the yield curve for clients that still owned intermediate to long duration bonds. (We sold intermediate & long duration corporate bonds and purchased short term high yield debt instruments). During the second half of 2003, 2004 & 2005, QFA increased exposure to adjustable rate investments to take advantage of the Federal Reserve’s increases in short term interest rates. During 2006, we increased the use of options to protect clients’ account values, while increasing current income and extended duration and bought intermediate to long term callable bonds. In addition, during 2006, QFA leveraged the technology of our custodian’s platforms and “web enabled” our clients accounts, thus allowing clients to receive trade confirms by email, gain access to cost bases, monthly account statements and 1099’s via the custodian’s platform, as well as allow our clients to instant access to real time gain/loss reporting.

Thus , over the years, consistent with QFA’s dynamic and diversified money management philosophy, portfolio changes were implemented as economic and market conditions dictated. Coupled with emphasizing the latest advances in internet portfolio structuring and management, these fluid maneuvers proved to be highly successful not only in terms of increased performance, but also in terms of reduced portfolio risk and offering our clients a high level of transparency, liquidity and customized portfolio design. This critical issue of empowerment sets QFA apart from the competitors and allows clients full control over their financial/retirement destiny.


The Future

QFA’s objective is to be the premier financial advisor/wealth & money management firm by, assisting each of our clients in defining and achieving their financial goals over the coming decades, while offering active money management and access to superior information & services through QFA’s & the custodian’s advisor platform on the internet, as well as through a high degree of personal attention and individually tailored portfolio design.

QFA continuously seeks to create and implement additional strategic alliances with trust & estate attorneys, tax specialists and insurance professionals, so as to offer our clients a full suite approach to wealth management. Additionally, we will continue to help reduce trade costs, seek and obtain best trade executions and offer additional products and services.

As a client centered advisory firm, it is imperative that we understand each and every clients’ needs and desires. In doing so, our advisors will make every effort to match realistic client expectations with the most reliable and effective money management strategies available, enhancing portfolio values while at the same time, being critically mindful of managing risk.

Ultimately, our goal is to empower our clients, within the context of highly personal, secure and comprehensive wealth advisory services, so as to enable them to make consistent, sound and progressive financial decisions.