Individuals can retain QuantStreet for financial planning and custom portfolio management, or you can just choose to invest in one of QuantStreet’s existing strategies.
For investment advisers and asset managers, we offer model portfolios, external portfolio management, and subadvising services.
We’ll meet with you to consider your existing financial plan, current investments, and long-term goals. Following our analysis, we’ll provide a recommended path forward.
Fee: Typically 0.5% to 0.8% of assets under management annually, depending on your AUM and preferred services. Please contact us for details.
QuantStreet offers three standard (non-custom) investing strategies: conservative, moderate, or aggressive. We can help you evaluate if one of these strategies aligns with your goals and financial circumstances.
Fee: Typically 0.3% of assets under management annually, for investing in a QuantStreet strategy with no other services. Please contact us for details.
We can build custom portfolios based on your unique circumstances. Whether you have restricted stock from your employer, own a company, or have other other relevant considerations, we design portfolios that take into account your unique circumstances and goals.
Fee: Typically 0.5% to 0.8% of assets under management annually, depending on your AUM and preferred services. Please contact us for details.
On a monthly basis, subscribers receive two sets of ETF-based model portfolios: (1) base portfolios, which reflect long-term risk-return tradeoffs in markets; and (2) tactical portfolios, which dynamically respond to changing market conditions.
Fee: Sliding scale depending on your AUM and chosen level of service. Please contact us for details.
You can retain QuantStreet for a full suite of consulting services. We can help with risk management, asset allocation, market analysis, and refining your investment process to incorporate analytical tools and current finance research.
Fee: Hourly rate or flat fee, depending on the project. Please contact us for details.
New Offering: QuantStreet now offers an affiliation option for investment advisers who want to become investment adviser representatives of the firm and operate under our registration and compliance supervision while receiving model portfolios and operational infrastructure.
Fee: AUM-based fee with an annual minimum. Please contact us for details.
