AQS Asset Management offers investment advice exclusively to insurance companies. Services include asset allocation, portfolio monitoring, asset liability management, and financial analysis for fixed income portfolios. AQS tailors its services to each insurance company's needs, using proprietary software to optimize the mix of assets and liabilities.
Assets Under Management$4.1B
Clients11
Advisors2
Avg. per Client$370M
Avg. per Advisor$2B
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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