Putting clients’ interests first has always been a core belief of the Quadrant Team. Our specialized approach to wealth management enables our team to take into account the goals and risk tolerance of each individual client, and uses this information to create a comprehensive strategy.
Comprehensive Investment Management
Quadrant offers a complete spectrum of investment strategies geared towards preserving and growing wealth. We strive to protect our clients from what can go wrong by focusing on managing risk. Our highly experienced private wealth advisors consider a broad range of investments that include traditional and non-traditional asset classes. We’ll evaluate your individual circumstances, risk tolerance, goals, and future aspirations to create a sophisticated investment plan that fits your needs. Quadrant’s private wealth advisors will help you determine the best solutions with regard to estate planning, wealth transfer, and business succession planning.
Our open platform gives us the agility to select mutual funds, ETFs, separately managed accounts, individual tax-exempt municipal bonds, options strategies, structured notes, insurance strategies, annuities, and alternative investments including hedge funds and private equity. Our criteria when selecting an investment are risk-adjusted return, tax-efficiency, performance against peer groups, and fit within the overall portfolio. Every investment in your portfolio has a methodical purpose for being there.
The investment portfolios that we manage are custodied with leading, independent, qualified custodians, providing our clients an added layer of security and protection. Each of our custodians undergoes rigorous compliance audits and has a regulatory obligation, just as we do, to each and every client for whom they custody assets. Having a strong working relationship with these custodians enables us to negotiate better pricing for securities transactions and offers us access to the entire universe of investment products.