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.