Quattro Advisors L.l.c.

Quattro Advisors, LLC, a Registered Investment Advisor (RIA) firm established in 2008, manages over $512 million in client assets as of December 31, 2024. The firm offers tailored financial advisory services to individuals, trusts, estates, and businesses, focusing on long-term financial goals while considering risk tolerance. Quattro invests in various instruments, including separately managed accounts, equity and bond instruments, mutual funds, real estate partnerships, private fund offerings, and more. The firm also provides retirement plan consulting services. Quattro charges investment management fees ranging from 0.20% to 1.5% per annum based on the portfolio value, with some clients having more favorable fee arrangements. The firm acts as a fiduciary when providing IRA rollover recommendations, ensuring clients' best interests are prioritized. Quattro does not charge performance-based fees but may manage private funds with underlying investments in private equity, venture capital, and hedge funds. Clients have investment discretion options, allowing them to impose restrictions on certain securities. Quattro does not vote proxies on behalf of clients and does not participate in soft dollar programs or directed brokerage. The firm emphasizes transparency, ethical conduct, and client education in its investment strategies and financial planning services.