Quality Financial Planning is an independent investment advisory firm, as such we have complete control of who we do our investment advisory business. We choose to strategically partner with third-party money managers to actively manage investments for our clients. Whether your financial goal is preserving principal, maximizing income, or accumulating capital, our third-party money managers have carefully designed a strategy to help you achieve your long-term financial goals.
Quality Financial Planning, LLC, (QFP), has subadvisory contracts with the following asset managers. QFP refers clients to them and receives a portion of the annual management fee charged by them, based on the assets under management of QFP advisor’s clients. Refer to QFP’s Brochure for more details. This endorsement could assist QFP in increasing the assets placed with any of the following Asset Management Firms and therefore their compensation. QFP is not affiliated with or supervised by any of the following four asset management firms. Mauricio Reyes, may also be a client of some the following asset managers.
Gradient Investments is ranked in the top 4% of over 2,270 registered investment advisory firms in the United States of America. Gradient Investments actively manages portfolios through its proprietary Wright Investment Strategy, which is based on the principles of flight. Although the Wright brothers’ first flight was over 100 years ago, it remains one of the most complex and demanding challenges ever mastered. The Wright brothers conquered this challenge by developing a scientific 3-Axis Control System that is still used today on fixed-wing aircraft.
President of Gradient Investments, LLC
Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 30 years of industry experience including prior roles managing multi-billion dollar portfolios for an institutional asset manager. Michael is a CFA® charter holder and is a featured contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.
Senior Portfolio Manager
Jeremy has been with Gradient Investments since 2016 and has more than 20 years of investment experience. Jeremy is a CFA® charter holder and his previous job history includes equity research and portfolio management for institutional asset managers and hedge funds in Minneapolis and New York. He is a frequent contributor to media outlets including CNBC, Fox Business, Reuters, Bloomberg, and the Wall Street Journal.
Senior Portfolio Manager
Gangl brings over 22 years of institutional investment management experience to Gradient Investments. Gangl helped start and develop the quantitative department improving portfolio construction and risk monitoring tools. Gangl has a long successful track record of investment performance through various market cycles and has extensive knowledge of equity markets. Gangl has been featured in Investor’s Business Daily, quoted in Bloomberg, Wall Street online, Reuters, Yahoo! News and other local and national publications.
Synergy Asset Management, LLC (SAM) is an SEC Registered Investment Advisory firm headquartered in Seattle, Washington. The firm’s unique specialty is providing comprehensive and integrated precision investment management services. SAM was founded in 2001 by Joe Maas. Prior to SAM, Joe owned and supervised an independent securities broker/dealer branch; and he was a distinguished sales manager for John Hancock.
Joe is a unique financial advisor because he is certified in so many areas of expertise. He has earned certificates from nine prestigious organizations and, with over two decades of financial industry experience, his core specialty is providing comprehensive investment management services. Joe’s diverse investment experience ensures the careful management of daily operations and diligent responsibility for the firm’s portfolio management, strategic and tactical asset allocation, securities analysis, quantitative, fundamental, and statistical research, economic analysis, compliance, financial planning, risk management, business consulting, and financial modeling.
The Pacific Financial Group, Inc. (TPFG) are a multi-manager, multi-strategy Turnkey Asset Management Platform (TAMP) designed specifically for Self-Directed Brokerage Accounts and the retirement plan market. Since its inception in 1984, The Pacific Financial Group, Inc. has evolved from a humble RIA dedicated to aiding mariners in the Pacific Northwest with their retirement savings to becoming a trailblazer in the realm of Self-Directed Brokerage Account Management (SDBA) for individuals of 401(k), 403(b), and 457 plans.
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Opinions expressed herein are solely those of Quality Financial Planning, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Quality Financial Planning, LLC an Investment Advisor in the States of Texas and Florida. Being registered as an investment adviser does not imply a certain level of skill or training.
Insurance products and services are offered through Reyes Benefits, Inc., an affiliated company. Quality Financial Planning, LLC and Reyes Benefits, Inc. are not affiliated with or endorsed by the Social Security Administration or any government agency.
The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Texas or Florida where otherwise legally permitted.
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Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
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