Quantify Funds provides investment management as a sub-advisor to ETFs and separately managed accounts. For separate accounts, Quantify Funds manages a portion of client assets according to guidelines and objectives communicated by the client's advisor. The firm's investment approach uses quantitative and qualitative analysis, including factor-based investing and algorithmic trading strategies.
Fee Structure
Quantify Funds offers investment management for separate accounts, charging between 0.25% and 1.00% of the value of your portfolio annually. The specific fee is negotiated with each client or their wealth management platform. Fees are typically deducted from your account at the beginning of each calendar quarter, but clients can elect to be billed separately.