Quantum Portfolio Management

Quantum Portfolio Management LLC is a registered investment adviser based in New York, NY, offering portfolio management services primarily through a wrap-fee program. The firm has been providing investment advisory services since May 1, 2023, and is owned by Arax Wealth Management LLC and SuperDex MIV LLC. Quantum Portfolio Management offers discretionary portfolio management services, requiring clients to grant discretionary authority for account management. The firm uses model portfolios diversified among investment styles and asset classes, tailored to clients' needs and objectives. Assets for program accounts are held at Raymond James, with the firm charging an annual wrap fee based on assets under management. The fee schedule ranges from 0.65% to 1%, billed quarterly in advance. Clients may withdraw assets with notice, subject to settlement procedures. The firm does not accept performance-based fees or engage in side-by-side management. Investment strategies include charting analysis, technical analysis, fundamental analysis, cyclical analysis, modern portfolio theory, long-term and short-term purchases, ESG investing, and trading. Quantum Portfolio Management does not vote proxies on behalf of clients and shares client information with custodians and managers as needed. The firm conducts ongoing account reviews and does not receive compensation for client referrals. Aggregated trading is practiced, with fair distribution of shares among participating accounts. Trade errors are rectified, and the firm does not determine class action lawsuit eligibility for clients. Quantum Portfolio Management has no financial impairments and does not hold client funds or securities in custody.