Quantum Financial Advisors is a comprehensive financial services firm committed to helping you improve your long-term financial success through personalized service and expertise. If you are like most business owners QFA has worked with, you may not have had the time to effectively plan for some of your business and basic financial needs.
We can help you grow your business and meet your personal financial goals by establishing a healthy balance between your personal and professional needs. The content of this web site is not to be construed as an offer to sell or the solicitations of an offer to buy any security in any jurisdiction where such an offer or solicitation would be illegal.
We can help you grow your business and meet your personal financial goals by establishing a healthy balance between your personal and professional needs. The content of this web site is not to be construed as an offer to sell or the solicitations of an offer to buy any security in any jurisdiction where such an offer or solicitation would be illegal.
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What We Believe
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At Quantum Financial Advisors our mission is to offer global access to premier institutional money & wealth management products and services, on a wholesale basis. To provide custom fit investment solutions for businesses and individuals by offering our clients with non-traditional investment strategies typically ignored by one sized fits all institutions.
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Provides information for decision making pertaining to individual financial matters as well as actively managing accounts. Assists clients with commercial and residential financings and setting up Pledge Asset Lines (PALs). The content of this web site is not to be construed as an offer to sell or the solicitations of an offer to buy any security in any jurisdiction where such an offer or solicitation would be illegal.
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Howard Lodge received his PhD from Indiana University in Bloomington, IN. He started as an academic, doing neural modeling of the eye; later transferring to Wall Street in NYC (primarily Morgan Stanley) and doing mathematical modeling of derivatives for 18 years. He was also head of derivatives for several Fortune 500 firms.
Intelligent Portfolios
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Institutional Intelligent Portfolios is engineered for the beginner investor who does not have a lot of assets, the time or inclination to manage a portfolio, and cannot justify using a full time registered investment advisor, but would still prefer direction with their investments. All clients interested in Institutional Intelligent Portfolios will be required to fill out an IP IA agreement.
Investment Intern Incubator Program IIIP
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