Who We Serve
Quants Compete offers wealth management services to individual and corporate clients. Our approach is simple – build a portfolio that suits your needs, and manage it responsibly.
Corporate Money Market Funds
Companies trust Quants Compete to actively manage their money market funds. In addition to generating a reasonable rate of return on your funds, we offer penalty-free withdraws, ensuring that you have the liquidity you need to keep your company running smoothly.
“Active management of client funds isn’t just our business, it’s our fiduciary responsibility.“
-Matthew P. Jones, Ph.D.
Personalized Portfolio Management
Our general philosophy is to remain bullish while maintaining a proper hedge. We tend to allocate a small percentage of each portfolio to serve as an insurance policy against a large downward market move. This helps to preserve our clients’ Compound Annual Growth Rate (CAGR), which is a strategy that over time, can lead to superior performance.
Our Fee Structure
Quants Compete charges a flat rate of just 0.95% of Assets Under Management (AUM)*. To get started, Register with us and we will send you our Welcome Kit. In it, we will guide you through our quick setup process. Get started today!
Open Your Account
Once you Register with us, we’ll ask you to create and fund a brokerage account with Interactive Brokers LLC. Note: As a Registered Investment Advisor (RIA), Quants Compete never has custody of your funds. Rather, we manage the funds that you place into your brokerage account.
Complete Our Questionnaire
As you open and fund your Interactive Brokers account, we will ask that you complete our questionnaire and if you desire, schedule a meeting to initiate the client-advisor relationship. Once we are on the same page, we can get started actively managing your brokerage account.
*For more details about our fee structure, click on our Legal page.