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Our Investment Management Process

We can help you develop a personalized investment program tailored to your individual situation. We employ a rules-based investment discipline that is customized to your situation and helps provide an objective approach to your wealth management plan. We work closely with you to understand your specific financial goals, risk tolerance, time horizon, and investment preferences. Based on that understanding, we help you:

 

  • Develop an integrated, personalized investment program based on your financial goals.

  • Diversify your assets within your risk comfort level.

  • Manage the impact of taxes and inflation on your investments.

  • Monitor the performance of your investments.

  • Regularly rebalance your investments to maintain your desired asset allocation.

  • Assess recurrent, detailed reporting on your portfolio’s activity and performance.

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QM Advisors LLC

175 Interlochen Drive

Peachtree City, GA 30269

404-965-3578

info@qmadvisors.com

WARRANTIES & DISCLAIMERS 

THERE ARE NO WARRANTIES IMPLIED.

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QM Advisors LLC  (“QM Advisors”) is a registered investment adviser located in Peachtree City, GA. QM Advisors LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. QM Advisors LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of QM Advisors LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as QM Advisors LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by QM Advisors LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of QM Advisors LLC, please contact the state securities regulators for those states in which QM Advisors LLC maintains a registration filing. A copy of QM Advisors LLC’s current written disclosure statement discussing QM Advisors LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from QM Advisors LLC upon written request. QM Advisors LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to QM Advisors LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

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© 2018 - 2022 by QM Advisors, LLC.

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