
Fidelity Investments® is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, employee benefit programs, and many other financial products and services to more than 32 million individuals and more than 13,000 financial institutions. For more information about Fidelity Investments, visit Fidelity.com.

With more than $2 trillion in client assets, Schwab is the market leader of custodial, operational and trading support to professional wealth management firms like Quotient. Through its subsidiary Charles Schwab Bank, an FDIC insured institution, Schwab offers direct deposit, online bill pay, check writing, debit cards, Apple Pay™ link and more.

Dynasty’s fully customizable platform gives Quotient end-to-end business support from a proven team, plus unrivaled access to distinctive products, enabling us to offer our clients a more efficient, cost-effective and comprehensive service. Dynasty’s relationships with the world’s top portfolio managers, research firms and other providers allow us to deliver objectivity, transparency and trust.

Deep analysis and comprehensive planning functionality to serve the complex needs of your today, and tomorrow.
Quotient Wealth Partners, LLC (“QWP”) is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The publication of QWP’s web site on the internet should not be construed by any consumer or prospective client as QWP’s solicitation or attempt to affect transactions in securities, or the rendering of personalized investment advice over the internet. This communication contains certain statements that indicate future possibilities. These statements are aspirational and QWP does not guarantee any success in the services it provides. As such, there is no guarantee that any views and opinions expressed herein will come to pass. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance.
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