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INVESTMENT PROCESS

Independently we run a fundamental and quantitative model, then create a buys list of the convergence of research. This enables us to identify securities we believe are undervalued by utilizing two unique processes. We then optimize the securities to create the strategic allocation… [More Information]

INVESTMENT OVERLAYS STRATEGIES

Our investment strategies are aimed at improving portfolio returns through sound tax management. We strategically harvest stock losses for tax deductions by selling depreciated stocks as opportunities occur. Whenever the stock market… [More Information]

INVESTMENT ADVISORY SERVICES

Quantum pulls all of our core investment capabilities into a single, simple, effective package for you and your organization. When it comes to helping you achieve your goals, we believe that smart decisions are driven by strong evidence. We take an evidence-driven approach, regularly inspecting and analyzing… [More Information]

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