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 the United States Government (plus state and local), 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 charge for our services on an hourly, or fixed price basis. We do not earn commissions, sell investments, or ask for a 'percentage of the profits.' We do charge a fixed annual percentage for investments under our management.
- 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 sell our market analysis (one-time list, one time report, or monthly membership).
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 the United States Government (plus state and local), 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 time 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 sectors where we have the relevant expertise.
Why work with us?
- We listen well to you, our clients.
- We understand the markets in which we operate.
- 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 our own models, we understand every line of code and data element..
- 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 in Illinois.
Other Advisory Services
- We have built expertise around certain national security topics, and can provide expertise-based research and analysis for paying clients.
- We can conduct customized research based on our US stock market analytical model. We can modify our approach, our optimization equations, and other factors (e.g., limit the stocks being analyzed, change the weighting, or even change the fundamental approach for picking portfolios). We conduct customized research for a fee, based on hourly rates or a statement of work.
- 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.
Top and Bottom 15 Stocks (based on Chicago Quantum Net Score) Most Recent
$10.00
These are individual stocks that have the best (or long) and the worst (or short) Chicago Quantum Net Score in the most recent run on May 15, 2025
Chicago Quantum Net Score Report (Most Recent)
$25.00
This is the full report that we most recently ran using May 15, 2025 data. You get to download it immediately for a flat fee.
Chicago Quantum Net Score - Monthly Membership
$50.00 - $250.00
You become a member of the club. Benefits to be determined, but your funds go to support our market data services providers.
If we post analysis of the markets, you see it first. If we post an analysis of a stock, or a market statistic, or a company earnings report, you see it first. If we run a full Chicago Quantum Net Score run (not currently doing this regularly), you will receive one each week.