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QCM’s services, in essence, consist of two primary and inter-connected offerings: integrated wealth management, and asset management. We believe deeply that a thoughtful, well designed wealth management plan is critical to establishing an appropriate asset management strategy. However, even well-designed financial plans are of limited value if they are not seamlessly executed. Conversely, we do not believe that a well-designed asset management strategy can be devised in the absence of a comprehensive financial plan that reflects a client’s individual circumstances.
Integrated Wealth Management: QCM provides comprehensive financial planning services so that you can benefit from our abundant suite of wealth strategies—which may include providing for your children’s education, maximizing your executive compensation plans, securing your retirement, creating a legacy for your heirs. Our services include, but are not limited to:
- Retirement planning
- Family and charitable gifting strategies
- Executive compensation strategies and stock option analyses
- Insurance planning
- Financial plan tax matters
- Asset preservation and protection strategies
- Estate planning
- College/education funding
Your goals, desires, and circumstances determine your wealth management strategy. At QCM, we understand that you are unique. Therefore, the comprehensive financial strategies we devise are uniquely tailored to you.
A financial plan, however, is always a work in progress. It needs to change as your life changes, as your goals change or your circumstances change. We are committed to reviewing and updating financial plans. We utilize a financial plan “road map” to set plan goals, quarter by quarter, for the upcoming two years.
Asset Management: Incorporated in your wealth management strategy is a customized asset allocation model that integrates all of your financial assets, whether managed by us or held in employer retirement plans. QCM works with you to construct an investment portfolio that is consistent with the achievement of the financial objectives laid out in the wealth management plan. QCM will then devise a portfolio that will make use of a broad range of financial instruments—individual equities and bonds, mutual funds, exchange traded funds, commodity linked securities, real estate securities, limited partnerships, and alternative investments—to ensure a well balanced and diversified portfolio. At QCM, we will also advise you on the investment of assets held in your qualified, 401(k), and supplemental retirement plans.
Communications: We are committed to keeping our clients well informed. We are equally committed to being kept well informed by our clients, as their needs and goals change. We meet with clients on a quarterly basis to review progress on their financial plan and to update them on asset management issues in their portfolios. Through regular, scheduled meetings as well as interim communications, you are assured that we are fully current with issues which bear on the financial management of your affairs.
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