Quantic Advisors provides ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. Quantic Advisors creates a customized investment policy statement for every client and handles asset allocation, security selection, and regular portfolio monitoring. The firm invests across a range of instruments including mutual funds, fixed income securities, real estate funds, equities, exchange-traded funds, and inflation-protected bonds, and may also utilize options strategies. Quantic Advisors operates as a registered investment advisor and acts in a fiduciary capacity when advising retirement accounts. Quantic Advisors does not participate in wrap fee programs and has no minimum account size requirement.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally negotiable and memorialized in the client advisory agreement.