Iqcio LLC

IQCIO, LLC, established in 2015, is a Registered Investment Advisor based in New York. As a fiduciary, the firm is committed to acting in the best interests of clients. Specializing in digital internet-based investment advisory services, IQCIO offers asset management through an interactive website, focusing on ETFs and various asset classes. Clients engage with the firm through an online questionnaire to determine investment goals and risk tolerances. The firm's proprietary models are continuously monitored and rebalanced using advanced quantitative technology. IQCIO allows clients to tailor services based on individual needs and offers a portfolio sub-advisory arrangement. The firm manages $54,496,846 on a discretionary basis and provides advisory services for assets under advisement totaling $698,588,315. Fees are billed quarterly based on account value, with a maximum annual fee of 1.50%. Clients may incur transaction charges and holding fees. IQCIO does not charge performance-based fees or offer wrap fee programs. The firm engages in speculative securities purchases and employs hedging techniques to manage market risks. Clients have the option to grant investment discretion to the firm, allowing IQCIO to execute transactions on their behalf. IQCIO does not accept proxy authority to vote client securities. The firm does not have custody of client assets and does not receive soft dollars in excess of regulatory limits. IQCIO recommends Interactive Brokers, LLC for custody and brokerage services and may co-sponsor educational seminars for third parties. The firm does not have financial conditions impairing its ability to meet obligations and has not been subject to bankruptcy proceedings.