Quarry Hill Advisors

Quarry Hill Advisors is a registered Investment Adviser with the Securities and Exchange Commission, founded in March 2017 by Kyle Moore and Bjorn Amundson. The firm reports approximately $271.9 million in discretionary assets under management and $20.5 million in non-discretionary assets under management as of December 31, 2024. Quarry Hill Advisors specializes in providing investment management services, retirement plan services, and financial planning. They offer tailored investment portfolios based on client needs, with account supervision guided by client objectives and tax considerations. The firm may utilize the Schwab Intelligent Portfolios Program for certain clients, providing automated investment management services. Quarry Hill Advisors charges fees based on a percentage of assets under management, with a quarterly minimum. Financial planning services are offered on a fixed fee or hourly rate basis. The firm operates under a fiduciary duty, acting in the best interests of clients. Clients have the option to choose their custodian and may grant investment discretion to the firm. Quarry Hill Advisors does not vote client securities proxies and does not participate in wrap fee programs. The firm maintains a Code of Ethics and provides detailed information on investment strategies, risks, and financial disclosures.