Quattro Financial Advisors

Quattro Financial Advisors LLC, established in June 2016, offers investment management and advisory services on a discretionary and non-discretionary basis. The firm manages portfolios based on client risk tolerance, with assets under management totaling $1,444,550,535 as of December 31, 2024. Quattro serves as the discretionary investment manager for private investment funds VRX I Investment Fund and QTO FUND SPC. The firm provides continuous advice, develops investment policy statements, and offers portfolio consulting services. Quattro's investment recommendations cover a range of instruments, including mutual funds, ETFs, equities, and debt securities. Fees are typically 1.00% of assets under management, subject to negotiation. The firm does not charge performance-based fees. Quattro primarily serves foreign entities and high net worth individuals, with no minimum relationship size required. Investment strategies include strategic and tactical asset allocation, with a focus on risk management and long-term goals. The firm has a Code of Ethics, discloses potential conflicts of interest, and provides detailed risk factors associated with its investment strategies. Quattro does not have custody of client assets, which are held with a qualified custodian. Clients may grant discretionary authority for securities transactions, and the firm may vote proxies for client securities. Quattro has no reportable disciplinary events and maintains financial transparency.