Quality Asset Management

Grow Your Wealth with Peace of Mind TM
Extended-Term Component Performance | Long-Term Component Performance | Short-Term Component Performance

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Quality Asset Management (QAM) helps you obtain perpetual income that grows beyond inflation, for as long as you live and for future generations. QAM uses its three-component investment approach to maintain your peace of mind at all times, while growing your means at an accelerating pace.

We are an Independent Fee-Only Registered Investment Advisor. Our commitment to you:

  • We manage your money and our own money using the same principles. The owner of the company is just another client.
  • We always put your best interest first - ahead of our own. We act as a fiduciary.
  • When selecting investments, we act as your agent, seeking the best investments at the best prices at all times.
  • We provide full and fair disclosure of all important facts, including a detailed explanations of all fees you pay.
  • We use qualified custodians as the safe-keeper of your investments under your name, limiting our access to trading and deduction of fees.

We focus on a limited number of clients that fit a specific profile, and substantially increase your chances for success. Please contact us if:

  • You are looking to sustain your wealth (as opposed to depleting it).
  • You live within your means.
  • You meet our minimum client size (see services).

Further screening is done when we talk.

Investment Strategy Components
Returns Graph Extended

Extended-Term Component* - Performance

Annualized returns of 19.5% per year, since 1970.

Investments doubled on average every 3 years and 11 months.

$1M in 1970 grows to $2,125M in 2012.

18.9% annual gains in the past 10 years (2003-2012)

Long-Term Component* - Performance

Annualized returns of over 16.3% per year, since 1970.

Investments doubled on average every 4 years and 7 months.

$1M in 1970 grows to $668M in 2012.

14.1% annual gains in the past 10 years (2003-2012)

 Returns Graph Long
Returns Graph Short

Short-Term Component * - Performance

Positive annual returns in most years since 1970.

Annualized returns of 7.5%, since 1970.

 

 
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Past performance may not be indicative of future results. No current of prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by Quality Asset Management), or product made reference to directly or indirectly on this website, or indirectly via link to any unaffiliated third-party website, will be profitable or equal to corresponding indirect performance levels. Simulated data was used for periods prior to the inception of mutual funds - for more information see Performance Data Disclosure.

Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's or prospective client's investment portfolio. Note that services are limited to investment advice and do not include financial planning, legal advice or tax planning and/or other non-investment related consultation services. No client or prospective client should assume that any information presented and/or made available on this website serves as the receipt of, or substitute for, personalized individual advice from the advisor or any other investment professional. If you have any questions regarding the applicability of any specific issue discussed above to your individual situation, you are encouraged to consult with the professional advisor of your choosing. A copy of our current written disclosure statement discussing our advisory services and fees is available for review upon request.

Historic performance results for investment indexes and/or categories generally do not reflect the deduction of transactions and/or custodial charges or the deduction of any investment management fee, the incurrence which would have the effect of decreasing historical performance results.

The advisor makes no representations or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to the website or incorporated therein. Such information is provided solely for convenience, and all users should be guided accordingly.

Copyright © 2004-2013 Quality Asset Management, LLC. Any usage of this web site by investment advisors or other investment professionals is prohibited, unless written notice was given directly from Quality Asset Management, LLC. Any portfolio or strategy presented on this web site does not represent a recommendation.

Quality Asset Management, LLC, 1525 La Cumbre Drive, La Jolla, CA 94025
 
Toll Free: (877) 277-3802 | Local: (858) 551-8717 | Fax: (858) 551-8727 | Email: info@qualityasset.com