SectorQuant
425 Acoma Street
Denver, CO 80204
Phone: 303-820-3000
mail@sectorquant.com

Money Management

SectorQuant Capital Management features strategically managed ETF and mutual fund accounts using the philosophy of sector rotation and quantitative modeling. Our strategically managed portfolios are made up of ETFs and no-load mutual funds. SectorQuant structures portfolios to meet the objectives of appreciation and income for aggressive to conservative investors. We also offer tax efficient strategies.

SectorQuant is a fee based investment advisor. The fee is a percentage of the assets under management. SectorQuant does not get compensated for transactions (commissions) or receive any incentive or compensation for recommending one investment over another.

Custodian: SectorQuant uses The Trust Company of America (TCA) as the custodian and trading platform for client accounts. TCA is an FDIC banking institution that offers investment advisors and their clients a state-of-the-art portfolio management platform. TCA generates client statements and yearend tax documents. Each account is established separately at the custodian. Both custodians offer a full range of traditional, corporate, trust and qualified retirement (IRAs, Roth, 401(k), SEP) accounts. Clients have access to review positions, activity and valuations daily via the TCA web site.

A filling out of the ‘Client Questionnaire’ is required to assess client suitability. See Part II of SEC form ADV for a more detailed discussion of strategy, research and fees. A review of form ADV Part II and the filling out of a ‘Client Agreement is also required prior to establishing an account with SQCM.