We are a Boutique Investment Firm

We provide tailored investment management services to each and every client. We put our clients above all else. What is important to you is important to us.

We access client portfolios on regular basis and we manage overall risk to investment portfolios by actively buying and selling individual stocks, ETFs and other securities. Our active management strategy helps clients align their investment objectives with an appropriate level of risk.

Our Approach

Fee-only investment management. Every single client of ours has a specialized investment portfolio to match their financial needs. We manage different types of investment accounts such as Traditional IRA, Roth, Cash and Margin Accounts.

Who We Are

We are experts at investment management, We active manage client portfolios by purchasing individual stocks, index ETFs, option and fixed income securities to manage overall portfolio risk. We implement an active portfolio management strategy, which seizes opportunity with the power of quick decision making, rather than the passive complacency of other investment strategies.

 

Our Mission

To serve the client interests above everything else. We are held to a higher standard called “Fiduciary”, which means we put client interests ahead of our own. Fiduciary is the highest legal and ethical standard under US law, meaning we are legally bound to look out for client’s best interests.

How are we different from other finance professionals?

Fiduciary ~ To serve the client interests above everything else. We are held to a higher standard called “Fiduciary”, which means we put client interests ahead of our own. It is the highest legal and ethical standard under US law, meaning we are legally bound to look out for your best interests.

Other investment professionals and brokers are held to a different standard called “suitability”. The suitability standard can sometimes conflict with a client’s best interest because this type of financial professional may have an investment product they can sell you from their firm that is not the best available option on a fee, risk or other basis.

A suitability financial professional may not need to look for the lowest cost investment product for a client. If their firm offers a financial security or product that meets a client’s general investment need, the financial professional could use high pressure sales tactics recommending the client buy a commission based product, all while not disclosing alternative investments that could be better suited toward a client specific financial situation.

Our firm is different. We follow a fee-only business model. This means we never accept commission and we always look for the strategy or investment that is in our clients best interest. The fee-only model aligns our interests with client interests because when the client makes portfolio profits, our flat fee increases proportionally. The client portfolio performance and financial success is our top priority and we are always looking out for our clients.

Independent Custody For Our Clients

Our clients can choose their own broker and we never hold our client funds. We have an established relationship with Interactive Brokers where our firm maintains a professional advisor account. When a new client joins our firm, the first step is to open an Interactive Brokers Brokerage Account with a specialized link. This new account is then linked to our independent professional advisor account; whereby, our investment advisor gains access through our professional advisor account to enact our specialized management strategies in the client’s independent brokerage account.

Interactive Brokers allows clients to pay fees directly from their brokerage account, allowing for convenience and transparency knowing what they are being charged for Portfolio Management. Interactive Brokers can grant our clients privileges to trade products all over the world, 24 hours a day, with access to 120 stock markets and 23 different currencies. As of 11/17/2020, Interactive Brokers is ranked #2 online brokerage service by Barrons, tying Fidelity with a 5 star rating. They beat competitors on fees charged, service provided and ease of use.

Our Firm

Dylan Quintilone founded the firm in October 2016 and began offering financial services in early 2017. Our firm is a Fiduciary Fee-Only Investment Advisory, meaning we never accept commission and always work in our client’s best interest. 

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