Why Quotient
Everything We Do Starts With You
At Quotient, you’re at the heart of everything we do. Our commitment to putting clients first starts from day one. Our process starts by understanding your unique situation, then we take the time to build a personalized strategy and tailored recommendation that aligns with your priorities and long-term goals. We don’t believe in a one-size-fits-all approach. That’s why our Wealth36Q° client experience is centered around you, bringing together all your wealth management needs in one integrated, personalized solution.
Longevity Projections
Spending habits
Savings
Here’s How It Works
After connecting with us, you’ll be carefully matched with a fiduciary financial advisor who will explore your financial goals and needs during an initial meeting. If we’re a good fit, we’ll develop a tailored financial plan that incorporates our full suite of in-house financial solutions. From strategic tax planning and preparation, investment management, retirement planning, to healthcare and family support, our Wealth36Q° client platform connects all elements of your financial life.
Your dedicated advisor will coordinate every aspect of your plan, delivering a comprehensive strategy that optimizes your wealth while saving you time and money.
What Makes Us Difference
Our Independence
Quotient is nationally recognized*, fee-only investment advisory firm. As a privately held company, we control our own destiny. In our view, our independence enables us to embrace innovation and focus on forward-thinking solutions for our clients.
Client-First Advice
We are fiduciaries, which means we put client’s best interests above all else. Your success is the foundation of our success. Client success is our top priority.
Structured to Place Your Interests First
Our firm is structured to prioritize your interests. By separating sales, client service, and portfolio management responsibilities, we enable our team members to develop deep expertise in their respective areas. This division of labor helps minimize conflicts of interest and helps ensure you receive exceptional care at every stage of our relationship.
Our Depth of Specialized Expertise
Our in-house team of wealth professionals brings over 150 years of combined experience to the table. We deliver institutional-level expertise to a diverse clientele, including Fortune 500 executives, high-net-worth investors, families, and retirees with complex financial needs. Our specialized experience helps ensure that we provide personalized solutions for every client.
Who We Serve: People Like You
01
Corporate Executives
02
Entrepreneurs & Business Owners
03
High-Net-Worth Individuals
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Retirees & Affluent Families
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Emerging Wealth
Specialized Planning
Women and Wealth
Oil & Energy Professionals
Tech Professionals
Defense & Aerospace
Communications
Financial Services
Industrials
Our Story
Brandon Ross & Jonathan Blumenthal Formed Peak Capital
An independent advisory firm founded in Colorado, focusing on a financial planning-led approach.
Hired Tim Harder as CIO
Tim brought low cost investing strategies and institutional strategies to clients, elevating our investment approach and expertise.
Acquired by United Capital Financial Advisors
Largest acquisition in the firm’s history with $800M in assets under management. Our team jump-started organic growth for United Capital.
United Capital acquired by Goldman Sachs
Our team was the largest group in Goldman’s Personal Financial Management (PFM) division with $2B AUM.
Established Quotient Wealth Partners
Launched as a Registered Investment Advisor (RIA) after Goldman sold its PFM division, the founders & partners formed QWP to deliver integrated wealth solutions without institutional constraints.
Currently managing >$4B AUM with 65 employees
We continue our trajectory of growth and excellence, expanding our team and capabilities while maintaining the personalized service our clients expect.
Ready to start planning for your best life?
