Investments
Financial Planning
We use goal-based financial planning technology to help clients create, implement, and maintain investment and financial strategies tailored to their individual lifetime goals.
Reporting
Detailed reporting of holdings, transactions, asset allocation, and time-weighted performance is available through our online portal, mobile app, and Envestnet.
OUR PARTNERS
Our Investment Strategies
Absolute Return |
Leveraged Equity |
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Objective: |
To seek positive returns with low volatility, regardless of the overall direction of the stock market. |
To seek long-term capital appreciation that outperforms the S&P 500. |
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Distinguishing Characteristics: |
This strategy seeks to capitalize on stock market volatility using a systematic, math-driven process. It generally involves selling leveraged index positions when they trade above their volume weighted average price (VWAP), with the goal of capturing small, consistent gains. |
This strategy uses leverage to track the S&P 500 while incorporating a tactical sleeve designed to seek excess returns above the index. |
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Implementation Guidance: |
This strategy may be appropriate for investors seeking returns that have lower correlation to the S&P 500 or those looking for an alternative to money market funds and CDs. |
This strategy may be suitable for long-term growth-oriented investors who are comfortable with higher volatility and the additional risks associated with the use of leverage. |
Absolute Return
Objective:
To seek positive returns with low volatility, regardless of the overall direction of the stock market.
Distinguishing Characteristic:
This strategy seeks to capitalize on stock market volatility using a systematic, math-driven process. It generally involves selling leveraged index positions when they trade above their volume weighted average price (VWAP), with the goal of capturing small, consistent gains.
Implementation guidance:
This strategy may be appropriate for investors seeking returns that have lower correlation to the S&P 500 or those looking for an alternative to money market funds and CDs.
Leveraged Equity
Objective:
To seek long-term capital appreciation that outperforms the S&P 500.
Distinguishing Characteristic:
This strategy uses leverage to track the S&P 500 while incorporating a tactical sleeve designed to seek excess returns above the index.
Implementation guidance:
This strategy may be suitable for long-term growth-oriented investors who are comfortable with higher volatility and the additional risks associated with the use of leverage.
Objective 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. All investments involve risk, including the potential loss of principal. There is no guarantee that any strategy will achieve its objective. Leveraged strategies can result in greater losses as well as gains. Past performance is not indicative of future results.
About Us
At Quadri Investment Management, we serve individuals and institutions with disciplined investment strategies. Our team is committed to delivering professional investment management grounded in systematic processes that aim to minimize the influence of emotions and subjectivity in investing.
Meet Our Team
Midhat Quadri, CFA
Founder, Senior Portfolio Manager
After completing a move to beautiful Las Cruces in 2004, Midhat Quadri earned his MBA from New Mexico State University in He got his start in Finance with Merrill Lynch in 2007 and moved on to become the Portfolio Manager at a trust and wealth management institution. 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. In his free time, he likes to rock climb, play guitar and apologize to his neighbors for playing the guitar.
Jeremy Ziemba
Advisor Support Specialist
Jeremy’s professional career has
focused on operations management
and elevating client satisfaction. This lays the groundwork for seamless client interactions and sustained success. Jeremy has been with Spire for 4 years and his commitment to excellence is reflected in his aim: to ensure the success of our clients and our team. On a personal note, Jeremy grew up in San Diego, spent his 30’s in Denver, Colorado, and now resides in New York’s beautiful Hudson Valley. He spends personal time volunteering, hiking, and enjoying life with his wife and their dog, Zoey.
Brittany Fisher
Operations Manager
Brittany works across business strategy, operational structure, and communication systems. Her role focuses on evaluating internal processes, aligning messaging with regulatory and brand constraints, and supporting the firm’s long-term positioning through disciplined, systems-based planning. She works closely with leadership to ensure that growth initiatives remain consistent with the firm’s investment philosophy, fiduciary posture, and institutional standards.
Contact Us
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Frequently Asked Questions
141 Roadrunner Parkway, Suite 111 | Las Cruces NM 88011
Midhat@quadriwealth.com | 575-323-3786