Years in Business: 7
Quadrant Private Wealth is an independently owned discretionary portfolio management firm focusing on managing wealth for individuals, families, and institutions. Quadrant delivers a globally balanced multi-asset class strategy to clients managed by best in class institutional investment teams.
Quadrant has a growing team of professionals who have achieved the following designations/titles: Chartered Professional Accountant (CPA), Chartered Financial Analyst (CFA), Lawyer, Certified Financial Planner (CFP), Trust and Estate Planner (TEP), Chartered Life Underwriter (CLU), and more!
These highly qualified wealth professionals are available to deliver the highest level of service to each client.