Quantum Econometrics, LLC

Quantum Econometrics, LLC, a registered investment adviser based in Whittier, CA, offers a wide range of investment advisory services to individuals and various clients. Established in 2005 and restructured in 2012, the firm is dedicated to providing personalized investment advice, including wrap portfolio management services. Clients must maintain a minimum account balance of $250,000 for the Wrap Portfolio Management service, with discretion over their investments. The firm primarily uses fundamental, macro, technical, and sentiment analysis for investment recommendations, focusing on asset allocation strategies to balance risk and reward. Quantum Econometrics does not charge performance fees and acts as a fiduciary, committed to acting in the best interests of clients. Representatives may earn financial benefits for referrals to Cetera Advisor Networks, LLC, creating a potential conflict of interest that the firm mitigates by prioritizing client interests. The firm does not accept proxy authority to vote client securities and does not provide financial information in the brochure due to its financial stability and commitment to meeting client obligations. For more details, clients are encouraged to review the full brochure and associated supplements for comprehensive information.