An Investment Management Team You Can Trust.

Questions about retirement?

Who We Are

Quantumvest is an industry leading investor in the world’s financial markets. We are fee-only, Fiduciary Advisors who always act in our clients’ best interest.

Quantumvest is focused on how the financial markets work. By understanding how markets move and translating that understanding into highly effective portfolios, we have built a track record of success. For almost a decade we have sought to deliver superior investment returns to our capital partners including pension funds, endowments, foundations, governments, and private individuals.

Investment Strategies

Quantum Growth Portfolio

Our Premier Portfolio is comprised of approximately 15-25 of the highest quality stocks and Exchange Traded Funds (ETFs). This Portfolio delivers superior risk adjusted returns for investors. This multi capitalization strategy allows us to find value across all markets and incorporates broad diversification. We analyze historical and current information through statistical and quantitative modeling, as well as predictive analytics, to identify and capture opportunities.

Quantum High Quality Dividend Yield Portfolio

Our Dividend-Yield portfolio fixates on mainly large capitalization equities with strong management, solid earnings growth, and quality dividends. It also possesses yield producing Fixed Income securities and Exchange Traded Funds (ETF)s. This portfolio is intended for long term capital appreciation and meaningful income.

Quantum Fixed Income Portfolio

Our Income portfolio intends to allow our clients to invest in the equity and fixed income markets. Clients have the ability, based on risk tolerance, to experience market returns in multi capitalizations, markets, and asset types. This portfolio is offered at a lower cost compared to the active portfolios while still having access to the highest level of client services.

Quantum Balanced Portfolio

Our balanced portfolios provide a customized allocation of the above portfolios and are constructed on a client by client basis.

Taylor Roncancio – CEO/Senior Portfolio Manager – Gives his analysis on the S& P 500 index.

Questions about your retirement?

Start a Conversation.

© Copyright Quantumvest, Inc. 2021, All Rights Reserved. | Terms | Privacy

Investment advisory services offered through Quantumvest, Inc., a registered investment advisor.
This site is published for residents of the United States only. Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Taylor Roncancio at troncancio@Quantum-vest.com