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A Philosophy Rooted In Values

Our everyday motiviation

Our investment philosophy is based upon a disciplined, scientific view of the financial markets that decouples the investment research from the strategy execution. We believe that the financial markets are reasonably efficient in the long run but remarkably inefficient in the short run. That’s why we focus on the fundamentals of an individual security, an entire asset class, or even an international marketplace. As an independent advisor, we crunch the numbers to align your individual risk number with an optimal investment strategy designed to maximize the likelihood of reaching your lifetime goals.

Our Values

icon Efficiency

We use as little of our precious resources to accomplish as much as possible for you by leveraging digital communications.

icon Innovation

We embrace the mechanism of change to continually produce better investment and financial planning strategies.

icon Transparency

We communicate frequently to keep you on the same page as us and work with you towards our common goals.

icon Independence

Our freedom empowers us to make decisions that are in your best interest for the long-term.

icon Objectivity

We avoid following the “herd” when providing investment advice by using our brains rather than our stomachs.

Contact Us to Get Started Today!

(860) 325-0330  |  JQR@JQRCapital.com  |  |  Client Portal