At Q2 we boil down a complex decision to an investment policy which is your risk tolerance, objective, and horizon.

Each part of the policy customizes a portfolio to meet your needs and goals. A risk tolerance defines whether your portfolio is conservative, moderate, or aggressive. Objectives further refine the portfolio, examples are growth, income, or preservation. Finally a portfolio requires a horizon, which is the time when all of the funds are consumed or a major change may occur.

After your portfolio is customized we manage discretionary portfolios at the firm level meaning the same level of care is provided to a small account you'd expect a large account would receive.  Also, since Q2 is a fiduciary firm, “when you do better, we do better”, which simply means when your money grows, our earnings grow, aligning our interests.