Data-Driven Investing & Wealth Management

QuantStreet provides portfolio management and financial planning to individuals, families, and trusts. We also provide model portfolios and investment analytics to other asset managers.

Our individual and family clients come from a range of backgrounds. Some work in finance and appreciate having a thought partner who can engage with their investment questions in depth. Others have no background in finance but value a sophisticated, research-driven approach to their portfolios and financial plans.

For investment advisers, we provide monthly model portfolios together with the reasoning and analytics behind our allocations. Advisers can use our models and explanations to inform their investment decisions and elevate the conversations they have with their own clients.

Whether working with individuals or advisers, we use a quantitative investment process that leverages machine learning and AI combined with experienced human oversight. We focus on asset allocation and typically invest in low-cost, highly diversified ETFs. Our portfolios avoid short-selling, excessive leverage, and other strategies that are often unsuitable for individual investors.

Option 1: Portfolio Management

Do you want us to build a custom portfolio based on your unique circumstances? Do you have restricted stock from your employer? Own a company? We design portfolios that take into account your unique circumstances and goals.

Option 2: Financial Planning and Wealth Management

Do you want a comprehensive plan that integrates your investments, retirement goals, and broader financial picture? We’ll meet with you, understand your goals, constraints, and current investments, and develop a customized plan.

Option 3: Model Delivery for Asset Managers

We provide model portfolio subscriptions to other asset managers. Have you considered outsourcing your firm’s CIO function but ultimately decided to keep the investing decisions in-house? Do you have multiple advisers who invest similarly-situated clients inconsistently? Would a rigorous investment strategy help? QuantStreet’s model portfolios may be your solution.

On a monthly basis, subscribers receive two sets of ETF-based model portfolios: (1) Target-Date Replicating Portfolios, which intend to replicate the average performance of target-date funds operating at different risk levels; and (2) Tactical Portfolios, which dynamically respond to changing market conditions. We also provide detailed explanations of the rationale behind the models and investing decisions.

Option 4: Invest in a QuantStreet Strategy

You’ll choose your risk level and investment goals, and we’ll suggest a standard (non-custom) QuantStreet investment strategy that’s most suitable to you. We offer strategies across multiple risk levels.

Option 5: Consulting

You can retain QuantStreet for a full suite of consulting services. Whether it’s analyzing your current investments, managing investment risk, market analysis, or refining your investing process, we’re glad to help.

Harnessing the Data and Analytics Revolution

We are in the midst of a data and analytics revolution. Computers routinely process ever-growing volumes of information that individual investors are unable to fully digest on their own. New tools are continuously being created to extract valuable insights from this growing body of data.

We use a data-driven investment process to analyze large volumes of financial, economic, and market data that individual investors cannot efficiently process on their own.

QuantStreet’s proprietary model evaluates a range of data inputs to construct Tactical Portfolios across different risk levels, while our Chief Investment Officer applies industry-informed judgment and oversight to ensure that the outputs remain grounded in real-world market conditions. Our Tactical Portfolios dynamically respond to market events. We also offer Target-Date Replicating Portfolios, which have a largely passive allocation that intends to replicate the average performance of target-date funds at different risk levels.

Our CIO has extensive experience as an investor at major financial institutions and as a professor of finance who studies financial markets and teaches investing. Working at the intersection of industry and academia, he developed the machine learning tools that we use to manage client portfolios and design model strategies.