Financial Planning.
Portfolio Management.

Create and preserve wealth. Plan for the future. Clients choose from personalized financial planning, custom portfolio management, and QuantStreet’s unique investment strategies.  

Optimal Portfolios by Risk Level

Option 1: Financial Planning

Are you interested in financial planning? We’ll meet with you, understand your goals and current investments, and put together a custom plan.

Option 2: Invest in a QuantStreet Strategy 

You’ll choose your risk level and investment goals, and we’ll suggest a QuantStreet investment strategy that’s most suitable to you. We offer a low risk, moderate, and aggressive strategy. Prefer a custom portfolio? We do that too.

Portfolio Construction Process

Option 3: 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 4: Outside Chief Investment Officer Services

We offer outsourced portfolio management to investment advisers and portfolio managers, so that you can focus on providing a full spectrum of financial services to your clients while we provide professional investing and portfolio management. 

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 help extract valuable insights from this sea of data.

Our Chief Investment Officer has decades of experience as an investor at some of the world’s largest financial institutions and as a professor of finance who studies the financial markets and teaches investing to others.

By working at the intersection of industry and academia, while leveraging the data revolution, our CIO developed sophisticated machine learning tools to optimally position clients to reach your investment goals.

Featured in prominent publications including:

New York Times
The Washington Post
The Journal of Alternative Investments
The Journal of Financial Economics
The Journal of Finance
The Review of Financial Studies

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