Our Firm
Firm Principals Joshua Betancourt and John Henek have a combined 60 years of investment, business and client money management experience that we bring to our clients for the life of every engagement.
HOW WE'RE DIFFERENT
We Help You With All Aspects of Your Financial Picture
Our approach to your investment portfolio starts with a financial planning-led approach including working with the award-winning MoneyGuidePro financial planning portal. We will work together with you to create a comprehensive plan that has the highest probability of achieving your goals. We are use both Qualitative and Quantitative factors to determine the very best investments for your situation, age, and risk tolerance.
- We are fiduciaries that are always looking out for your best interest
- We are wealth managers who sit on the same side of the table to select the best investments for you
- We use a planning-led approach so your money is always working for you.
- We can determine an income plan so you can enjoy your money today and in the future
LOCATION
Chicagoland and Beyond
Quantum Capital Investments maintains offices in Chicago and River Forest, IL. We also help clients in all parts of the country from New York to California and from Minnesota to Florida
Ready to Get Started?
John Henek has served our clients as VP of Investments for the last 15 years and has overseen the exponential growth of the firm. Previously Mr. Henek was Founder and President of the Online Trading Academy/Chicago, a premier school for financial education in the areas of Futures, Options, Stocks and Bonds and the benefits of long term investing with stock and bond portfolios.
During his tenure at Online Trading Academy, Mr. Henek received hundreds of hours of professional investing education in addition to working with many clients with proper investment portfolio diversification, Mr Henek has also owned and managed a large residential real estate portfolio and has previous experience in corporate sales and marketing. Mr. Henek maintains a Series 65 license. Outside of work, Mr. Henek is active in charity work, is married for 31 years to Patty and has two adult children and resides in River Forest, Illinois.
Contact John at 708-267-0627 or john@quantumcapitalinvestments.com
Joshua Betancourt, Firm Principal, MSA, Tax Planner, Accountant, Business Consultant, Investment Portfolio Manager
Mr. Betancourt has over 18 years of experience working with business owners, families and individuals to lower their State and Federal Taxes via unique structures so they can accumulate and keep more of their wealth. Mr. Betancourt has logged thousands of hours of training on State and Federal Taxes and Tax minimization, Pension plans & Profit Sharing Plan re-design, Social Security, Medicare, insurance financing & refinancing, and financial planning. Mr. Betancourt holds a Masters Degree in Accounting (M.S.A) from Northeastern Illinois University, a nationally ranked top 5% business school with AACSB accreditation. Mr. Betancourt is also a veteran top ranked investment portfolio manager and the firm’s Value and Growth Portfolio has outperformed the S&P 500 benchmark every single year since inception. The QCI Tactical Core Portfolio, a blended portfolio of fixed income and stocks, has also outperformed the Blended S&P 500 and Aggregate Bond index every year since inception. He is happily married to Genevieve and enjoying life raising their two young children. Mr. Betancourt is an avid biker and bike racer.
Contact Joshua at joshua@quantumcapitalinvestments.com