About QEX Asset Management
QEX is a systematic investing firm that uses a disciplined and rule-based approach to financial markets. Investment decisions are guided by predefined strategies and algorithms rather than human intuition. This method relies on the systematic application of quantitative models and statistical analysis to identify and exploit patterns, trends, and anomalies within the market.
The goal of systematic investing is to remove emotional biases and subjectivity from decision-making, relying instead on empirical data and historical patterns to inform investment choices.
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General Information
Firm Start Year
2022
No. of Employees
2-4
CRD#
1673790
Firm CRD#
325326
Name of Custodial Firm
Interactive Brokers
Years of Experience in Financial Services
39
Number of Years with Current Firm
1
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Risk Management, Money Management, Wealth Management, Portfolio Management, Investment Advice & Management
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 65
Firm Information
Firm's Number of Clients
20
Firm's Number of Managed Clients
20
Assets Managed by Firm
$8,000,000
Advisor's Number of Clients
20
Advisor's Number of Managed Clients
20
Advisor's Number of Planning Clients
0
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$50,000
Compensation Methods
Based on Assets
Education
BA - Economics
Vassar College
1981 -1985
MBA -
NYU / Stern School of Business
1991 -1993
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1891820/financialplanners-QEX-Asset-Management-detailed-disclosure.html