Why Quotient

At Quotient, we work within a 'triangulation of advice' that is designed to limit conflicts of interest between our firm, our custodians, and our other resource partners. As an independent firm, we leverage these attributes to provide clients with personalized services and tailored solutions to help them meet their financial goals.

We believe that we use the right combination of human decision-making and technology to develop an innovative plan with speed and accuracy.

Collaborative Relationships

We focus on the entirety of the relationship we build with you and your family, one that we expect will extend for decades. We understand the temporal nature of financial markets and remain unfazed by downturns, always maintaining an eye on the long-term growth and stability of your portfolio.

Advising Corporate Employees (ACE) PROGRAM

Our founders have more than 25 years of experience combined in helping corporate executives and senior managers plan their retirement. They created ACE, a retirement planning solution to understand the specific needs and challenges of this group and can navigate the complex processes and details of corporate compensation and benefits.

Service Mindset

From office to office, we follow the same robust planning process, as our team of advisors provides comprehensive support to each client, ensuring a consistency of service. To provide a diverse range of expertise, multiple team members will be actively engaged in your relationship.

A Proven Process

Our process is both collaborative and interactive as we work side by side with you as your advocate, building personalized financial plans that reflect your unique financial goals and circumstances. We take a tech-enabled approach, using intuitive software to create a highly personal and customized advisory experience that centers on your needs for today and your goals for the future.

Independence

We are fiduciaries who aim to put our clients’ best interests first. We only recommend the strategies and solutions that suit our clients’ goals and objectives.

Fee-Based

We assess a transparent fee based on a percentage of your total investable assets or fixed fees. The percentage varies depending, in part, on the amount of assets your advisor manages for you.

Our process

Discovery

Analyze

Planning

Execution

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.

A copy of QWP’s current written disclosure statement as set forth on Form ADV, discussing QWP’s business operations, services, and fees is available from QWP upon written request or through the SEC’s Investment Adviser Public Disclosure site at www.adviserinfo.sec.gov. QWP does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.

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