Investment Advisors
We cut through the noise and look at all aspects of a company, analyzing both fundamental and technical data before selecting a stock for purchase. Whether your assets have grown over the years or are the result of instant wealth from the sale of a business, inheritance, or divorce settlement, QCI, LLC has the experience and capability to manage your investments in a program that best meets your objectives.
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401k Fiduciary
The introduction of Sarbanes-Oxley and changes in ERISA has intensified a company’s fiduciary responsibility to disclose all pertinent financial data in their dealings with investors and employees. Current lawsuits seek to establish that plan sponsors and associated fiduciaries violated their duty of “prudently managing” 401(k) plans and their assets. The question is how do plan sponsors best manage the personal liability, short of terminating their plan?
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Alternative Investments
An investment that is not one of the three traditional asset types (stocks, bonds and cash). Most alternative investment assets are held by institutional investors or accredited, high-net-worth individuals because of their complex nature, limited regulations and relative lack of liquidity. Alternative investments include hedge funds, managed futures, real estate, commodities and derivatives contracts.
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Chicago IL Insurance Brokers
When you contact QCI, our licensed Illinois health insurance brokers and life insurance brokers can help you navigate through the five or six different health insurance companies to find the health insurance plan that offers you the most health insurance for the least money. If you call 1-800-895-4918, we are always available to address any and all of your questions and concerns.
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What are Managed futures?
Managed Futures describe an industry made up of professional money managers known as Commodity Trading Advisors (CTAs). With practically a zero-correlation with stocks, CTAs can add profound diversification to an overall investment portfolio by using global futures markets as an investment medium, taking positions based on expected profit potential.
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Customer Feedback
Dennis Beninato, Attorney, Beninato Law OfficesJoshua is a true professional. Not only does he posess an incredible aptitude for managing his clients financial matters, but he executes in a fashion and with a timing that consistently ensures that these matters are represented appropriately. I highly recommend Joshua to those looking for the highest level of financial advice and diverse needs.
“This testimonial is not Indicative of future performance or success.”
Andrés Romero, Financial Analyst, Modern GrahamI have the opportunity to meet Joshua while he was working as a portfolio manager while at a previous firm. He is someone with a wide knowledge and understanding of capital markets and the asset management business. Most importantly he is very trustworthy and has a passion for what he does. I will recommend Joshua to anyone looking for a portfolio manager.
“This testimonial is not Indicative of future performance or success.”