Quantitative Process, LLC

Quantitative Process, LLC is a registered investment adviser based in Charlotte, NC, established on March 12, 2025. The firm specializes in providing discretionary and non-discretionary investment advisory services to sponsors of qualified retirement plans, individuals, endowments, and personal trusts. Their investment philosophy focuses on risk quantification relative to investor circumstances, employing a tactical weighting strategy without market timing. They primarily use mutual funds, ETFs, managed, and separate account products in portfolio construction. As of December 31, 2024, the firm managed $454,403,768 in client assets. For individual accounts, Quantitative Process, LLC charges up to a 1.0% annual fee based on assets under management, with fees calculated quarterly. For employer-sponsored retirement plans, the firm assesses up to a 1% annual fee on assets under management. The firm does not charge performance-based fees and does not exercise discretion in investor accounts, except for ERISA 3(38) services. Clients can request one-time advisory services at an hourly rate of up to $350. The firm does not compensate for client referrals and does not take custody of assets. Clients are urged to review custodian statements. The firm's employees adhere to a Code of Ethics and are supervised to ensure compliance.