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 and regardless of the direction of the S&P 500.
Distinguishing Characteristic:
The absolute return strategy aims to utilize stock market volatility by following a math driven process to sell leveraged indexes above their volume weighted average price (VWAP). The goal is to capture small consistent gains to produce a positive return every year regardless of the direction of the market.
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 outperform the S&P 500’s every year after fees.
Distinguishing Characteristic:
The leveraged equity strategy utilizes leverage to track the S&P 500 but with a tactical sleeve that aims to produce excess returns over the index.
Implementation guidance:
Consider if you are an investor who wants to grow their investment portfolio for the long term.
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.
