Services

At Quantumvest, we take pride in our ability to personally tailor services to meet the individual client’s needs.

Investment Management

Your investment goals are unique. We can help you build a portfolio designed to meet your needs. When it comes to investing, it’s never prudent to run from your emotions. Rather, use them to ensure that your decision making is in line with your personal goals. As your wealth grows, it can be challenging to maintain a well-balanced portfolio that addresses your need for asset allocation, diversification, risk exposure, tax efficiency, and liquidity. By taking the time to understand the intricacies of your particular situation, we can identify sound investment solutions designed to help you build, preserve, and transfer wealth. We’re able to provide you with investment ideas, strategies, and products to help you manage your wealth while delivering them with the highest level of individualized service.

Account Management / Charles Schwab – Custodian

As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab. By using Schwab as a primary custodian, Quantumvest, Inc. has access to a wide range of products and services that help us serve our clients, including:

Full range of investment products and trading services
Technology and service support
Wide array of investment account types including retirement accounts, charitable giving, and education accounts
Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs, and other investments.
Separately managed account services for those who want to leverage the expertise of institutional-caliber money managers who specialize in particular investment styles
Technology and service support so investors can access all their accounts online and view positions, balances, and account histories in one place

The Charles Schwab Corporation is one of the nation’s leading providers of financial services. Through their operating subsidiaries, they provide securities brokerage, money management, and financial advisory services to individual investors, independent investment advisors, and corporate and retirement plan sponsors and participants.

The Charles Schwab Corporation is financially stable, and they are committed to their continued financial health. Their capital structure and liquidity are sound, and their internal controls and business standards are designed to keep client assets safe. They maintain a disciplined focus on risk management and strive to operate the firm conservatively to minimize investment risks. They know that their success ultimately depends on how they serve all of their clients and their confidence in Schwab.

Financial results and more information about The Charles Schwab Corporation’s business and financial condition can be viewed at any time at http://www.aboutschwab.com.

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Investment advisory services offered through Quantumvest, Inc., a registered investment advisor.
This site is published for residents of the United States only. Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Taylor Roncancio at troncancio@Quantumvest.io