Personalized Portfolio Management

Quants Compete takes pride in crafting custom portfolios for individuals. We assist clients in a variety of ways, ranging from the rolling over of retirement accounts, to setting up new individual (cash) accounts that we can manage on your behalf.

We Actively Manage Your Funds

We prioritize our clients’ financial objectives, ensuring that we’re steadily working toward their goals. We believe that this is best accomplished by actively managing portfolios through our robust computational platform. It’s how we are best able to meet or exceed client expectations.

“You shouldn’t ever sell something you don’t believe in; and that’s why we don’t invest our clients in crypto.”

-Matthew P. Jones, Ph.D.

What You Can Expect

We trade in a variety of securities types: stocks, bonds and in some cases, options. And unlike our competitors who rely heavily on ETFs, we prefer to construct our diversified portfolios using a collection of individual stocks. This saves you ETF fees, which aids in growing your wealth. Additionally, we never invest in cryptocurrency. It’s just one of the ways we are looking out for you!

How to Get Started

If you have an old 401k from a previous employer, let Quants Compete help you get it rolled over into an actively managed IRA account.

Getting started with Quants Compete is simple. Once you Register with us we will email you our welcome kit. In it, you’ll find a link to open a new brokerage account with Interactive Brokers, LLC.

Next, we will ask you to tell us about yourself. Our welcome kit includes a questionnaire that will help us learn about your financial goals, risk tolerance and time horizon. This helps us match our efforts with your objectives. We look forward to serving you. Thank you for choosing Quants Compete.