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It's been said that you should make a plan for each 25 years of your life; in essence for each quarter.  At Q3 Capital Management, we believe that planning to, and investing through the critical third quarter (Q3) of life can be challenging for most people.  Each stage along the way might require a change in strategy, and an expert to guide you through each turn in the road.  It is a significant task to find an expert that brings extensive experience, objective advice, and the independence that keeps your best interest in mind. We believe that independence is a critical element of our firm. Without it, our objectivity would be compromised, and it would be difficult to be impartial in our approach - it is essential to our business model. 

Bringing more than 30 years of extensive experience in the investment industry and qualified retirement plan sector, we operate with three basic beliefs:

  • Empower clients to feel confident about their investments. You don't have to know the difference between a REIT and a UIT when you come to see us. We're happy to explain it to you if you're curious. If you're not, that's okay, too. Some clients want to take more of a hands-on role in the investment process; others want nothing to do with it. Either way, our goal is to be sure that you have confidence in your plan and portfolio, so you can sleep easily at night, secure in the knowledge that your money is working effectively for you and that there's a disciplined process at work on your behalf.
     
  • Practice time-tested financial approaches. At Q3 Capital Management, we follow prudent financial principles by managing risk and returns using extensive technical analysis of the markets. We treat your money responsibly. While many advisors can make a recommendation for a security(ies) to buy, as we do, we believe that managing risk is an important part of portfolio performance.  A declining market can be devastating to a portfolio (and net worth), erasing years of bull-market gains. Our unique process brings peer-rated active managers and low-cost ETFs to create a portfolio strategy with lower market-risk correlation and lower cost while striving for low beta (risk) with higher alpha (added return) during both healthy economic growth and challenging market conditions.
     
  • Care for our clients in the way we'd want for ourselves. We founded Q3 Capital Management to create an independent environment. Our clients know that investing requires discipline and knowledge.  Just as important is our access to an open architecture platform. It's the environment where we can strive to act as a fiduciary for our clients, impartial and motivated to ensure that our clients' best interests come first.