Aqi

Applied Quantitative Investments operates as a business-to-business asset manager and service provider, delivering outsourced chief investment officer and back-office support services to other registered investment advisors. Rather than working directly with individual retail clients, Applied Quantitative Investments partners with primary investment professionals who maintain direct relationships with individual investors. Applied Quantitative Investments manages investment portfolios using various allocation strategies, direct stock strategies, and direct indexing, while the primary investment professional handles client meetings and direct financial planning. Applied Quantitative Investments offers strategies across domestic and international equities, fixed income, and alternative investments, including private equity funds managed by related parties. The firm charges asset-based fees for its outsourced investment management and platform services, with fees negotiated on a case-by-case basis up to maximum percentages.