What We Do

As a registered Portfolio Manager, Quadrant has a fiduciary duty to act with care, honesty, good faith, and always in the best interests of each client.

This is our legal responsibility and our moral duty. It is also our sincere passion. Our commitment to meeting the needs of our clients – by understanding a client’s complete circumstances – is deeply embedded in our culture.

We make responsible investment decisions on your behalf based on a customized Investment Policy Statement (IPS) that we develop with you. The IPS accounts for your personal financial circumstances, your goals and your tolerance for risk. We will review your IPS with you regularly (at least annually) and change your portfolio as required.

We have developed a unique series of pooled trusts that provide access to the investment expertise of institutional managers. These pooled trusts, known as QAM Tracking Pools™, allow us to offer you a cost-effective, balanced portfolio consistent with the principles of your IPS.

We constantly review these pooled trusts, always seeking strong-performing investment managers and appropriate investment opportunities in your best interests.

Our goal at Quadrant Private Wealth is to secure your financial well-being for today and for the long term. We work with you to design and achieve the future you desire – a future you and your family will embrace.

We take the time to understand your circumstances; we help you consider risks and opportunities; and we help you navigate times of complexity and surprise with empathy, wisdom, and integrity. We help get you ready for circumstances you can foresee, and those you can’t.

We can offer guidance on how to manage your financial affairs on matters related to investments, tax, insurance, wills, business succession, second marriages, power of attorney, pre-nuptial and co-habitation agreements, real estate holdings, and more.

Quadrant Private Wealth can help you plan and coordinate your charitable giving – today and from your estate – in ways that:

• make the greatest possible difference for the organizations you support;
• engage and inspire your family; and
• maximize tax advantages for you and your estate.

Quadrant Private Wealth launched the GiftPact Foundation Inc. in 2011 as an innovative, flexible vehicle to help clients make a difference in their communities.

Through GiftPact, you can plan your charitable giving in a way that incorporates expert tax planning, estate planning, and family giving. With a GiftPact fund, you can plan strategically for short-term and long-term philanthropy while the assets are effectively managed.

GiftPact can function like a family foundation, but without the administrative burden and expense. Quadrant Private Wealth provides management, administrative, and portfolio management services to GiftPact.