QUANTUM FINANCIAL ADVISORS INC

Overview

Quantum Financial Advisors Inc. is an independent registered investment adviser that serves both individual and institutional clients with a mix of financial planning and portfolio management services. The firm charges clients through asset-based fees supplemented by hourly and fixed-fee arrangements, which supports both bespoke planning engagements and ongoing investment management. Advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm signals a commitment to ESG integration, using environmental, social and governance criteria in its public investment selections. Investment activity is weighted toward pooled public vehicles—mutual funds and other public funds make up the largest single bucket of assets—while the firm also allocates to third-party alternative managers for real estate exposure. Quantum does not appear to operate as a capital allocator running proprietary funds; instead it sources external managers and income products to meet client needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices