Quantitative Solutions, LLC

Overview

Quantitative Solutions, LLC is a small, independent registered investment adviser focused on financial planning and portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and operates as an owner-run LLC. Its stated investment preference is equities, and the firm is not positioned as an ESG-focused or multi-state adviser. Advisory services are delivered on a non-discretionary basis, which means clients retain final trading authority while the firm provides model construction, recommendations and ongoing portfolio oversight. Investment activity centers on exchange-traded instruments and tailored planning for a limited client base. With a clear tilt toward listed equities, the firm structures portfolios around exchange-traded equities as the dominant exposure and supplements client plans with insurance-based products where appropriate. The business does not act as a pension consultant or a related adviser and is not newly formed.

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Location & Offices