More risk management. Lower fees.
Looking for ways to add more risk management to your clients’ portfolios while keeping fees in check? As your partner in wealth management, we’re here to help.
From now until April 30, 2024, we’re waiving FPI management fees on the portion of all new accounts invested in our QFC strategies. No minimums. No conditions.
QFC strategies: A smart choice
Our QFC strategies stand at the forefront of dynamic, risk-managed investment solutions. With over 100 suitability-based core and explore strategies—including principled-investing strategies, leveraged and inverse options, and turnkey portfolios—your clients can find the perfect fit for their investment goals.
Each strategy uses our dynamically risk-managed Quantified Funds and is designed to manage risk at multiple levels: within the Quantified Funds, among the funds in the QFC strategies, and across the strategies in our multi-strategy solutions.
Your adviser fees remain intact
While we waive our management fees, your advisory compensation is not impacted—providing a win-win situation for both you and your clients.