The market had a lukewarm end to November after starting off strong and is on track to finishing slightly lower for the month. Among the chief concerns that has risen up is the emergence of a Covid va
Unique investment strategies designed to diversify portfolios and provide non-correlated sources of returns.
We use goal-based financial planning technology to help clients create, implement, and maintain investment strategies that best meets their lifetime financial goals. Call us for a consultation.
Detailed reporting of holdings, transactions, asset allocation and time-weighted performance available through our online portal, mobile app, and Envestnet.
Whether its producing an absolute return every year or outperforming the S&P 500, Quadri Investment Management aims to provide high-value through its unique and effective investment management solutions for individuals and institutions.
By following a disciplined strategy, we hope to stave off against subjectivity and emotions inherent in investing.
After completing a move to beautiful Las Cruces in 2004, Midhat Quadri earned his MBA from New Mexico State University in 2005. He got his start in Finance with Merrill Lynch in 2007 and moved on to become the Portfolio Manager at First American Bank. He is a proud Aggie and credits the move to Las Cruces as the best decision he has ever made.
Midhat is heavily involved in the community and has served as a board of director with the NMSU alumni association, CFA Society of New Mexico and Rio Grande Rotary.
He is also a CFA charterholder.
Objective:
To produce a positive return every calendar year with low volatility.
Distinguishing Characteristic:
The flagship bond strategy at QIM aims to utilize several types of bonds including High Yield Corporates, Floating Rate and Government agency bonds to produce a positive return every year with extremely low volatility.
Implementation guidance:
Consider if you aim to make a better return than prevailing money market and CD rates or if you want to diversify your portfolio.
Disclaimers:
Investments in securities and other instruments involve risk and will not always be profitable.
Asset allocation strategies and diversification do not ensure a profit or protect against a loss.
Tactical investing is generally more complex and may involve higher or different risks than long-term (strategic) investment strategies.
Investors cannot invest in a market index directly, and the performance of an index does not represent any actual transactions. The performance of an index is not an actual client portfolio which is subject to the deduction of various fees and expenses which would lower returns.
Objective:
To produce a better return than the S&P 500 in every calendar year.
Distinguishing Characteristic:
This strategy uses leveraged S&P ETF's and Long Term Treasuries in a tactical way to aim to beat the S&P 500 annually.
Implementation guidance:
Consider as part of a diversified portfolio to increase non-correlated sources of returns.
Disclaimers:
Investments in securities and other instruments involve risk and will not always be profitable.
Asset allocation strategies and diversification do not ensure a profit or protect against a loss.
Tactical investing is generally more complex and may involve higher or different risks than long-term (strategic) investment strategies.
Investors cannot invest in a market index directly, and the performance of an index does not represent any actual transactions. The performance of an index is not an actual client portfolio which is subject to the deduction of various fees and expenses which would lower returns.
Objective:
To diversify client holdings according to their respective risk tolerance and financial objectives.
Distinguishing Characteristic:
We use a combination of cost-effective equity index ETFs and active management to reduce tracking error and retain the potential to produce alpha.
Implementation guidance:
Consider as a core part of the investment portfolio.
Disclaimers:
Investments in securities and other instruments involve risk and will not always be profitable.
Asset allocation strategies and diversification do not ensure a profit or protect against a loss.
Tactical investing is generally more complex and may involve higher or different risks than long-term (strategic) investment strategies.
Investors cannot invest in a market index directly, and the performance of an index does not represent any actual transactions. The performance of an index is not an actual client portfolio which is subject to the deduction of various fees and expenses which would lower returns.
