QED WEALTH SOLUTIONS

Overview

QED Wealth Solutions operates as a small, independent registered investment adviser focused on individual and family clients. The firm charges a percentage-of-AUM fee and structures its client work around financial planning, portfolio management for individuals and small businesses, publication of periodicals or newsletters, and educational seminars and workshops. Investment activity centers on pooled public funds and mutual funds as the core of portfolios, with measured use of third‑party alternative managers to supplement returns and diversification. The firm is owner‑managed and is not positioned as a capital allocator or pension consultant. It does not identify as an active ESG investor and is not registered as a multi‑state adviser, which points to a more localized, relationship-driven practice rather than a national institutional platform.

Assets & Accounts

Investments & Alternatives

Location & Offices