Whether your financial goals are for retirement, college funding, a down payment on a new home, or another objective, we believe you deserve the same investment opportunities that are available to institutional investors. QSI's core strategies are easy to implement, understand and provide quality management and service. Through our network of Financial Professionals and our advisory services, our clients receive expert advice and quality management on all of their accounts.

Consultative Process: At QSI, we recognize the importance of matching a client's risk tolerance with their return expectations. Our Investment Policy Questionnaire helps the Financial Professional and our client determine a portfolio that best suits their investment objectives, comfort level and time horizons.

Customized Investment Policy Statement: The responses on your Investment Policy Questionnaire will help determine your Investment Policy Statement. If you accept this policy statement, this document then becomes the "investment guide" to assist in managing this account within the parameters established and to the stated policy objectives.

Ongoing Communication and Guidance: As markets and life situations change so will your investment objectives and needs. QSI recognizes the importance of on-going monitoring of your investment accounts for regular evaluation and re-balancing to keep it aligned with your risk and return parameters. In the same manner, your Financial Professional is there to periodically review your IPS, keep current on any changes in your financial situation and always do the best to stay on course with your investment discipline.