Welcome to RQA, your trusted partner in helping financial advisors build exceptional, client-focused businesses. We specialize in collaborating with advisors to deliver differentiated services and cultivate thriving practices.
In today's investing environment, with ever expanding choices and increasing client demands, portfolio management can become increasingly challenging and time-consuming. At RQA, we offer turn-key evidence-based solutions to investment management and portfolio operations. Our highly effective methods are designed to address your clients' most pressing needs and optimize their path to reaching their financial goals - all while streamlining the portfolio operations of your advisory practice.
Partnering with a portfolio manager and trading team frees up time for an advisor to focus on growing the core business.
Evidenced-based portfolio management with an institutional approach aims to achieve better client results.
Our risk-focused investment framework allows for enhanced stability and consistency over the investing journey.
We firmly believe that open and clear communication is vital to investment success. You can rely on us to keep you and your clients fully informed, ensuring transparency and trust in every decision shaping their portfolio.
Our services support your business growth, helping you differentiate your practice and optimizing your value proposition to the market.
We customize solutions to align with your vision, empowering you to create lasting client relationships.
Our experienced team develops and deploys innovative strategies for better managing risk and pursuing incremental opportunities.
We value enduring relationships, supporting your growth and navigating the ever-evolving world of client service.
We pride ourselves on developing long-term relationships that create sustainable value with our business partners. We don’t believe there is a one-size-fits-all solution to the varying challenges facing each advisory practice. As a result, we provide a combination of turn-key and fully customized solutions to help each advisor streamline their investment and practice operations.
Our curated managed portfolios bring together the cornerstones of endowment investing and evidence-based methods, seeking out more optimal solutions that align with traditional risk classifications and benchmarks.
It is important that every investor follows a process that aligns with their investing beliefs. For this reason, we offer advisors bespoke portfolio solutions that are tailored to fit their philosophy and process - along with day-to-day operations.
Data-driven investment strategies available in U.S. Equity, Multi-Asset and Absolute Return portfolio allocation categories. Available through separately managed accounts (SMAs) and private fund offerings.
Custom strategy research, development, and consulting services are made available to institutional and advisory clients to aid in the search for new innovative methods and investment solutions.
Portfolio & market updates with access to investment team
Personalized solutions & engagement
Efficient solutions for smaller accounts & IRAs
Risk-adjusted returns tied to investors’ risk tolerance and overall objectives
Highly liquid portfolios that have no lock-ups or gates
Flexible, attractive, and competitive fees
CIO Partnership - we become an extension of your practice
Tactical complement to strategic portfolios
Asset allocation strategies rooted in evidence
