Focused Investment Approach Melding Two Fundamental Principles: Market Behavior & Investment Behavior
At QSI, we utilize investment strategies that combine institutional quality management, academic research, principles of behavioral finance and practical investment experience to provide our clients with core portfolios that accommodate a wide range of client risk tolerances, time horizons, and financial goals.
A Registered Investment Advisor headquartered in Calabasas, California, QSI, Inc. provides managed core portfolios directly and through its network of financial professionals to a broad range of investors.
QSI's platform is built upon shared values and vision. Their vision was to structure an "ingeniously simple" core portfolio strategy for clients in all market environments. We believe that asset class investing, employing mostly passive management investments, offers potentially a more consistent, stable return over most periods in the market and life of the account. The combination of both the passive approach and a tactical management overlay for short term market scenarios, allows QSI's core strategies to manage both market risk and investor behavior risk over the long run.
QSI's core strategy approach to investing is easily understood by both advisors and investors: transparent, liquid, low cost and efficient to help insulate investors against market downturns yet participate in positive market environments. Active strategies are then used to supplement our core approach to provide additional alpha over a variety of market conditions.
QSI Clearing through Fidelity QSI utilizes Fidelity (member FINRA/SIPC) as the operational support center and broker-dealer for Financial Professionals and their clients. Financial professionals are provided with seamless technology solutions for opening and viewing accounts and providing online client services. Both the Financial Professional and client have 24/7 site access to view account statements, trade confirmations and quarterly performance reports. Financial Professionals also have access to QSI's Financial Professional Care Center for all service related question and requests.
Financial Professionals can contact the firstname.lastname@example.org between 7:30am - 3:30pm PST Monday - Friday.
OUR CLIENT ADVANTAGE
Morrie W. Reiff
Mr. Reiff co-founded QSI in 2001. He is president of Planned Asset Management Inc., a financial planning firm. Morrie has over 38 years of experience in the investment industry. Along with advisory and financial planning duties, Mr. Reiff has been often quoted in the Los Angeles Business Journal, LA Times and other trade publications and is a sought after speaker in the area. In 1995, the city of Los Angeles honored him with a proclamation for his charitable work. Mr. Reiff has a B.S. in Accounting from San Diego State University.
OUR DISTINCTION: THE GOOD THINGS IN LIFE ARE SIMPLE,
WHY SHOULD INVESTING BE ANY DIFFERENT?
President, Chief Investment Officer, CFA
Mr. Okawa is President of Quantitative Strategies, Inc. (QSI) and is one of the co-founders. Paul has been overseeing investment strategies in the investment industry for over 25 years. His experience includes Vice President of Planned Asset Management, a financial planning firm, overseeing asset allocation, trading and providing analysis, research and due diligence for the underlying investments. Mr. Okawa has a B.S. Degree in Finance from California State University at Northridge. He has the designation of Chartered Financial Analyst and holds Series 7, 63, and 24 NASD licenses.
OUR ADVISOR ADVANTAGE
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