At QSI, we implement a broad range of structured asset allocation strategies that cover a wide variety of investor goals and risk tolerances. We primarily use ETF's and Index funds when constructing core portfolios because we believe they provide the best, most efficient exposure to the asset classes and sub asset classes for our core portfolio strategies. We are not limited to any one provider but review the entire ETF universe for the best asset class representation, tax efficiency, liquidity and lowest cost.

ASSET CLASS INVESTING: 94% of investment return is attributed to asset class. The philosophy of asset class investing is founded on the fact that future market performance is unknown. By building a core strategy utilizing asset class investing and our core approach, Financial Professionals and investors can manage through various market cycles and the life of the account with an efficient portfolio.
EFFECTIVE DIVERSIFICATION: "Don't put your eggs in one basket" - A unique opportunity for investors to benefit from the inherent tax efficiency and low cost of ETF's while gaining a portfolio that is potentially more diversified and transparent.
EFFICIENT FRONTIER: Generates optimal portfolios balancing risk and return utilizing principles of Modern Portfolio Theory as a foundation and then applying tactical management principles.
CUSTOMIZING YOUR PORTFOLIO: IPS defines a strategy for allocation. Melds investor behavior characteristics with market dynamics to create an efficient portfolio that is designed as a core strategy for the life of an account.
EVALUATING RISK & RETURN: Monitor investment strategies & manage expectations.