Applied Quantitative Investments (AQI) offers investment management services and back office support to other registered investment advisors. AQI provides a platform with front office support, back office support, technology, compliance, and marketing. AQI serves as the asset manager and back office support for the investment advisor representatives. Client assets may be managed directly by AQI or allocated to third-party managers. AQI does not work directly with the primary investment professional’s clients.
Fee Structure
AQI provides investment management services to other registered investment advisors, not directly to individual investors. The fees for these services are based on a percentage of the client's assets, as referenced in the Client Agreement. The maximum annual fees for investment management services are 1.0% and 0.50% respectively.