Quantum Portfolio Management is a registered investment advisor based in New York, New York, offering continuous investment management services. Quantum Portfolio Management provides portfolio management primarily through unified managed account programs, utilizing technology infrastructure to build, implement, and maintain model portfolios and separate account strategies. Clients can invest in a wide range of securities, including equities, corporate bonds, municipal securities, government securities, real estate investment trusts, exchange-traded funds, and private placements. Quantum Portfolio Management also sponsors a wrap fee program where clients pay a single bundled fee covering management, administrative, and certain transaction costs. Additionally, Quantum Portfolio Management offers proxy research services for clients using specific faith and values-based investment strategies, helping them evaluate shareholder meetings and corporate governance proposals while leaving final voting authority with the client. The firm works with individuals, high-net-worth families, corporations, and other institutions, tailoring investment strategies based on each client's specific objectives, risk tolerance, and time horizon.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $100.0M | 0.55% |
| $100M+ | 0.45% |
Fees are negotiable based on client circumstances. Account values may be combined to determine breakpoints.