Quality Asset Management
Quality Asset Management offers investment advisory services. In order to provide the very best service, QAM limits the number of clients it accepts, and the account minimum is set at $3,000,000 per household (exceptions to this minimum may be made, including keeping existing clients that are under the current minimum). This can include multiple accounts for multiple individuals in a household. QAM is currently accepting new clients. Services include the following:
The Foundation for All Investments
QAM conducts an interview to find out your short-term and long-term goals in life. Great care is given to finding what provides you with the greatest security. Considering your current financial circumstances, QAM constructs a plan for your investments. The plan is presented in a document called Investment Policy Statement (IPS). It details the transformation of all considerations into actions. Following a plan that matches your goals at all times is the foundation for the investment process.
The Three-Component Investment Approach
The investments are implemented as a combination of three components. One component provides short-term security, while the other two enhance the long-term security at an accelerating pace. QAM developed a unique interplay between the components to provide you with peace of mind at all times, whether it is a rapid market expansion or a tough recession.
QAM found many different ways to reduce the different components of your costs, directly benefiting your purchasing power at all times. Taxes are limited across the board: within mutual funds; when money shifts into-, out of- and between the holdings; and on the portfolio level.
The Constant Match
In order to achieve your goals, your investments should match your goals at all times. This requires two actions:
Retirement Feasibility Analysis
If you are asking yourself: "Can I retire already?" or "When can I retire?" QAM will perform an analysis to answer your questions. You will get detailed information needed to plan for a peaceful retirement.
Your investments can provide you with retirement income. You can get a periodic 'paycheck' from your investments, just like you did during your working years. The plan is sophisticated enough to account for various needs such as: (1) Income to supplement part time work, and (2) Income that adjusts to your cash needs.
Knowledge is Peace of Mind
The only way for you to stay relaxed at all times is by learning about your investments in words you can understand. This includes annual reviews, quarterly statements and monthly reports with interactions in between as much as needed. You will hear what you want and need to know in simple words, so you can keep clear control over your investments at all times. The performance report will answer your question: "How much profit did I make on my investments?" - both in dollars and percent. With your increased knowledge you are ready to go back to your passions in life, with great peace of mind.
Existing Portfolio Analysis
If you have existing portfolios, an analysis can be made to check their suitability to your goals. This has been a valuable service that helped QAM's clients gain much better control over their total investments from the early stages of our relationship.
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.