We take pride in being small enough to offer you the personal service you deserve, yet large enough to back up that service with knowledge and talent in the financial industry. Our universal investment strategy offers risk-adjusted performance over full market cycles. We follow well-defined processes at every step with focused attention to detail and precision.
QCI provides fee-based investment management services for corporations, institutions, and high net-worth individuals. As an independent fiduciary consultant, QCI has over thirty years of experience in helping clients navigate these treacherous waters. QCI Balanced Fund seeks to balance the need for current income with the opportunity for long-term principal growth while limiting overall volatility.
QCI provides fee-based investment management services for corporations, institutions, and high net-worth individuals. As an independent fiduciary consultant, QCI has over thirty years of experience in helping clients navigate these treacherous waters. QCI Balanced Fund seeks to balance the need for current income with the opportunity for long-term principal growth while limiting overall volatility.
Services
Ed is the President and CEO. He also serves as the Chief Investment Officer at QCI. In addition, he manages the overall investment process and equity research effort for QCI, as well as contributing as an Equity Research Analyst and serving as a Senior Portfolio Manager. Ed joined QCI in 1992 and became a Principal in 1994.
QCI provides fee-based investment management services for corporations, institutions, and high net-worth individuals. Whether we're investing corporate assets, retirement fund assets, endowment, or personal assets, the approach for every client is unique, based on risk tolerance, income requirements, and tax considerations.
Employers who sponsor a qualified retirement plan face fiduciary duties that are both complex and ever changing. Fiduciaries can be held personally liable for any missteps, yet they are expected to evaluate the inner workings of their plan in new and unfamiliar ways. No wonder plan sponsors feel exposed and need assistance.
When you join QCI, you become part of a company rooted in providing nothing less than exceptional service for every client. We back up this claim with highly engaged and talented professionals well-versed in their respective fields of expertise. Our firm culture values personal knowledge, professional growth, and individual focus and passion.
Reviews (1)
Bernadette Thompson
Dec 13, 2019
Report
QCI always provides me with excellent customer service, immediate responses to my questions, detailed correspondence and thorough/understandable reports for our 401k plan. Since moving our plan assets to QCI, we have saved immensely on fees that were previously hidden by our prior portfolio manager. Their office is beautiful, conveniently located, and a pleasure to visit.
