Innovative Investment Management designed to meet your needs.

our services

investments

Unique investment strategies designed to diversify portfolios and provide non-correlated sources of returns.

financial planning

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.

reporting

Detailed reporting of holdings, transactions, asset allocation and time-weighted performance available through our online portal, mobile app, and Envestnet.

about us

Meet Our Experienced, Friendly Team

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.

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midhat quadri, CFA

Founder

midhat@quadriwealth.com

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.

Investment Strategies

QIM Absolute Return


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:


  1. Investments in securities and other instruments involve risk and will not always be profitable.

  2. Asset allocation strategies and diversification do not ensure a profit or protect against a loss.

  3. Tactical investing is generally more complex and may involve higher or different risks than long-term (strategic) investment strategies.

  4. 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.

QIM Leveraged Equity


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:


  1. Investments in securities and other instruments involve risk and will not always be profitable.

  2. Asset allocation strategies and diversification do not ensure a profit or protect against a loss.

  3. Tactical investing is generally more complex and may involve higher or different risks than long-term (strategic) investment strategies.

  4. 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.

QIM Diversified Models


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:


  1. Investments in securities and other instruments involve risk and will not always be profitable.

  2. Asset allocation strategies and diversification do not ensure a profit or protect against a loss.

  3. Tactical investing is generally more complex and may involve higher or different risks than long-term (strategic) investment strategies.

  4. 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.

economic commentaries

Trend is your Friend
12/08/2021

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

Rebound Town
11/08/2021

The markets bounced back resoundingly in October and fully recovered from the drop in September. Amid lingering supply chain issues the US GDP grew at its slowest pace post-pandemic, expanding by an

Bent but not Broken
09/30/2021

September historically has been a weak month for the stock market, political shenanigans, market breathers and re-positioning trades all combine to make September a historically volatile month. This t

What’s a pullback?
08/27/2021

August has been a good month for stocks, building on the stellar 2021 for the US stock market as a whole. In recent weeks we have seen the Delta variant playing a role in bringing down consumer sentim

Gold Medal Rally
08/11/2021

Market Recap: July and August, so far have kept up the great market rally of 2021. Like a baton being passed from one incredible athlete to another (and I know a thing or two about being a great at

Inflation comes a knockin'
05/28/2021

Market Recap: Right on the heels of a spectacular April where the S&P 500 gained 5.24%, May was quite the roller coaster month. Started off lackluster then recovered a lot of its early drop as of t

New Website, Who Dis?
04/30/2021

Quadri Investment Management has a web presence now. Woohoo! The purpose of this website will be to inform new clients about the services we offer, shed light into our investment process, talk about t

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