To Be The Most Elite Investment Team In The World
We analyze financial markets with focus and authority, and employ multiple strategies in an effort to deliver superior risk adjusted investment returns to our capital partners. We equip the most talented minds in finance with an unparalleled combination of broad fundamental research, technical indicators, predictive analytics, and cutting-edge technology to identify and execute on new opportunities.
We focus on our mission through a culture of greatness: constantly improving, continuously learning, rewarding results, and winning with integrity.
Taylor Roncancio CRPS®
CEO & MANAGING PARTNER
Senior Portfolio Manager
Growing up in a blue collar family, Taylor Roncancio witnessed the sacrifices his parents made to provide for him and his two younger brothers. Taylor’s father, the owner of a small air conditioning company, put him to work at a young age and taught him the value of a dollar. Taylor learned from his parents the importance of honesty, commitment, work ethic, and family. Taylor believes that in order to connect people to opportunities for financial success, you must step into “their shoes” and take the time to understand their financial lives. It is through this process that he is able to tailor wealth management strategies to fit business owners, individuals, and families’ unique needs.
Taylor Graduated from Texas Christian University with a Bachelor of Business Administration in Supply & Value Chain Management. He also played safety on TCU’s football team. Taylor then acted as Facility Manager & Director of Safety at a chemical management solutions provider in the fortune 500 space, he worked at Park Avenue Securities and Merrill Lynch. After realizing all the restrictions large firms put on their advisors, Taylor ventured out and started Quantumvest, Inc. with the thought in mind that he would create a tailored, individual experience for every single one of his clients to better manage their assets effectively. In his spare time, Taylor volunteers with the Leukemia and Lymphoma Society. Taylor is an avid TCU football fan.
The breadth of his clientele include professional athletes, non-profit organizations, endowments, corporate executives, business owners, and retirees. In addition, he helps business owners implement effective 401(k) plans and works closely with clients’ tax attorneys and CPA’s. As retirement plan options evolve and tax complexities increase, many companies seek professional plan administrators to design, install, and maintain their company plans. Noticing this and having a passion for working with employees, executives, and business owners, Taylor earned his Chartered Retirement Plan Specialist® designation. One of his focuses is helping large corporation employees understand all of their options in their 401(k) plans.
PRESIDENT & PARTNER
Providing others with a high standard of service has been a key priority for Austin Roncancio since the beginning of his career. Every summer growing up, Austin would work for his father’s A/C and heating company, doing A/C installations in Houston, TX. It instilled in him a strong work ethic, integrity, and an appreciation for what it takes to earn a dollar.
Austin went on to graduate from Texas Christian University with a Bachelor of Business Administration in Supply & Value Chain Management. He worked at Echo Global Logistics, a technology-driven transportation management company. Austin then acted as COO at Fresh Air LP, an HVAC company. During that time he implemented a marketing program, established policies and procedures, managed the company’s online presence and website, and helped run the day to day operations. He then founded Purple Enterprises LLC, a real estate investment firm specializing in locating and rehabilitating undervalued real estate investment opportunities in the southwest region of the United States to be sold or leased.
Realizing that he wanted to be able to service others in a more significant manner, Austin joined his brother, Taylor, in Phoenix, AZ to start the next chapter of his career as a partner at Quantumvest, Inc. In Austin’s eyes, the number one priority when it comes to doing business should be identifying the needs of your client and doing everything within your power to satisfy those needs. Austin’s core values are integrity, respect, honesty, and reliability. He feels that these are standards to live by and are the cornerstone of his daily life. Austin’s top priorities are God, family, friends, and his clients. Austin knows the importance of financial stability and protecting what his clients have worked so hard to build. These reasons are why he has dedicated his life to serving others and doing everything in his power to ensure a stable and comfortable future for each and every one of his clients. Austin’s responsibilities include customer relationship management, legacy planning strategies, researching domestic and international markets, and assisting in portfolio management.
Senior Equity Analyst
As a first-generation college student, Jared got to see firsthand how hard it could be to make it without a college degree and the struggles that a family could go through in this environment. This determined him to be the best at everything he does and drove him to pursue excellence academically. Graduating top of his class in high school and college wasn’t all what he wanted though, he wanted to continue climbing and reach to be the best in every facet of his life. However, Jared’s desire to learn and really expertise in investments and portfolio management isn’t something that he acquired in his college tenure.
Hearing stories of people acquiring great wealth through investments piqued his interest at the age of sixteen and he wanted to do the same for himself, so he could provide for his loved ones and everyone around him. Blindly investing in companies with no prior knowledge of what makes an investment truly desirable didn’t yield the results he wanted, so he began to look to other resources for more knowledge on the subject. His interest in the stock market suddenly turned into a passion, an obsession, he wanted to be the best and was constantly researching investments to better not only himself but make money along the way. With great mentor ship and a relentless pursuit to be a great analyst and student of the market, he finally started to achieve the results he wanted. Once again, this wasn’t enough, he truly wanted to be the best. There are some things that you just can’t learn in a book, that they won’t teach in a class, that you really just have to learn on the fly with investments. It’s like learning to swim. Somebody can teach you how to swim, but until you’re actually in the pool and there’s a flush of emotions and fear and adrenaline, nothing can prepare you for that. Being humbled by the market many times, he began to realize that sometimes you can be the best stock-picker in the world, but without proper risk management techniques and an unbiased mindset on each and every investment, the market can truly humble you. Over the past six years of researching, learning, and truly studying the market, Jared has acquired a great deal of knowledge and a skill set that makes him such a great fit to the Quantumvest team.
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