Q3 Asset Management was founded to give retail investors the same cutting edge, actively managed investment strategies used by institutional investors. Combined, our principals have over a quarter century of “hands on” financial industry experience having worked and traded on the floors of both the Chicago Board Options Exchange (CBOE) and New York Board of Trade (NYBOT). With extensive experience in quantitative analysis and risk management, Q3AM’s approach can best be described as a combination of trading, investing and common sense.

Mission Statement

Our objective is not necessarily to outperform the market each year, but instead to construct portfolios that maintain the ability to add value through both positive and negative market environments.  We firmly believe that capital preservation should take precedence over capital appreciation. Q3AM takes its fiduciary responsibility very seriously and will always put clients’ interests first. We expect the highest of ethical standards from our employees and will continually work to earn your trust. Unparalleled service and professionalism is emphasized in all we do.


Q3 Asset Management is committed to giving back to the community. While our corporate purpose is to help our clients achieve a financially secure future, our humanitarian purpose is to help make the community in which we live a better place. Q3AM and its employees pledge to give both our time and resources to this endeavor. Instituted in 2013, our “Give Back Ten” program contributes to charities locally, nationally and abroad.


Meet the Team