Consulting, Research, Analysis, Financial Planning and Investment Management
We help clients make better investment decisions by providing investment advice based on the following:
We earn fees in four ways:
We are a non-discretionary investment advisor. We don't handle client funds...we give advice or specify trades.
We do not sell products, nor earn commissions on investments.
We serve clients including institutional investors, high net-worth individuals (‘accredited’ investors), and financial services businesses. We do not serve retail investors.
- Our knowledge of the client
- Our skills and experience in the market
- Our proprietary, algorithmic, quantitative analysis of U.S. stocks
- Our analysis of macroeconomic top drivers that impact U.S. stocks.
We earn fees in four ways:
- We provide investment planning
- We provide customized IT, quantum, national security and financial consulting services (e.g., company research)
- We manage client investments according to our Chicago Quantum Net Score model.
We are a non-discretionary investment advisor. We don't handle client funds...we give advice or specify trades.
We do not sell products, nor earn commissions on investments.
We serve clients including institutional investors, high net-worth individuals (‘accredited’ investors), and financial services businesses. We do not serve retail investors.
Investment Planning Services
We provide investment planning services to individuals and families where we spend a week getting to know you, your financial situation, and your future goals to develop a customized investment strategy for the short and long-term.
Fundamental Corporate Analysis (qualitative analysis)
We provide fundamental analysis of companies in the technology sector where we have expertise.
Why work with us?
- We do the homework.
- We maintain a secure hardware, software, data and network platform that we use to compute our services.
- We code, test and run the models.
- We have experience understanding how the model works in different market environments.
- We analyze the markets to help you make better trading decisions.
- We develop and test hypotheses to find insights.
- We perform due diligence.
- We are formally registered and licensed.
- We maintain a relationship with a custodian (Charles Schwab) to maintain a full-service capability.
Contact us if you are a large, proprietary trading firm, money manager, portfolio manager, investment advisor, or an accredited, high net worth investor. We would like to work for you.
Other Advisory Services
- We discuss our approach, methodology, findings and recommendations in detail. We conduct customized research.
- We conduct quantitative macro-economic and monetary policy discussions with clients to share 'big picture' ideas.
- We provide client-directed research and analysis of companies, industries or economies.