FAQ
Please see below for answers to common questions. If you have additional questions or would like to contact us, please email hello@quantstreetcapital.com or call 212-537-3877.
Overview
Individuals can retain QuantStreet for personalized financial planning and custom portfolio management, or they can just choose to invest in one of QuantStreet’s existing strategies.
For asset managers and investment advisers, we offer model portfolios, external portfolio management, and subadvising services. See more on the Services and Fees page.
We welcome individuals, family offices, and institutional investors to work with us. QuantStreet can typically accommodate a range of account sizes.
Please fill out this form and we will be in touch to complete the onboarding process. Questions? Please email hello@quantstreetcapital.com, call 212-537-3877.
Yes. At QuantStreet, we pride ourselves on being completely independent. We aren’t affiliated with any larger financial institution, insurance company, or other organization that incentivizes us to prioritize their products, so we never have a special interest in buying or recommending particular investments. To see details about how we make investing decisions, please visit Process and Strategy.
Costs
Please visit our Services and Fees page to see what we charge for our various services.
QuantStreet is only compensated by the fees that clients pay us. We don’t receive additional compensation from any third party to recommend particular investment products. We pride ourselves on being completely independent.
Yes. The ETFs in our portfolio charge a (typically modest) fee based on their assets under management. For example, the Vanguard Real Estate ETF (VNQ) charges an annual management fee just above 0.1% as of December 2021. Some may charge higher fees and others may charge lower fees. Other fees that clients may incur are described in our Form ADV/Firm Brochure (link at the bottom of this page).
Accounts
Most of our clients custody their assets with Charles Schwab, but we can also work with certain other custodians. As an investor, you will have a standalone custodial account that QuantStreet manages. If you choose to end your relationship with QuantStreet, then you will be left with full access to your account.
Yes, absolutely. You can log into your custodial account at any time to see your portfolio.
Setting up a Schwab account is quick and easy. When you become a client, we will walk you through the account setup process. If you prefer to work with another custodian, we are happy to explore options.
Investment Strategy
To learn more about our strategy and how we invest, please visit our Process & Strategy page.
We know that clients put tremendous faith in us to prudently manage their assets as we strive to create wealth. Over the course of two decades of investing, we’ve seen the dangers of excessive leverage, short selling, speculative option trading, and other risky strategies. That’s why we don’t use these strategies. To read more about our approach to managing risk, please visit Managing Investment Risk.
Yes, please email us at hello@quantstreetcapital.com or call 212-537-3877. We’ll be glad to explain the technical details of our strategies. To view some of the research and insights underlying our strategy, please visit Research & Analysis.
Yes, we can create a custom strategy or accept restrictions on investing in particular securities. Please email hello@quantstreetcapital.com or call 212-537-3877 to discuss the details of what you have in mind. We’ll be glad to work with you.
Yes, absolutely. We are glad to share performance details. Please email hello@quantstreetcapital.com, and we will send details about our performance to date.
Most of our accounts do not use leverage or do so very sparingly. Clients can choose to set up a margin account which allows them to borrow against their investments. However, we recommend against using excessive leverage.
Contact
We are always glad to connect. Please email hello@quantstreetcapital.com or call 212-537-3877.