Quality Asset Management

Grow Your Wealth with Peace of Mind TM
Long-Term Component - Performance | Short-Term Component - Performance | Extended-Term Component - Performance

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Quality Asset Management (QAM) is a Registered Investment Advisor that helps a limited number of families achieve their financial goals with peace of mind, by providing the personal service of planning and managing their long-term investments, while continuously adapting to financial changes and goals in their lives.

QAM helps you obtain perpetual income that grows with inflation, for as long as you live and for future generations. QAM uses its three-component investment approach to maintain your peace of mind at all times, while increasing your long-term financial security at an accelerating pace. For details about QAM's offerings, see services.


Investment Strategy Components
Returns Graph Long

Long-Term Component* - Performance

Annualized returns of over 16.4% per year, since 1970.

Investments doubled on average every 4 years and 7 months.

$100,000 in 1970 grows to $37,245,000 in 2008.

11% total decline in 2000-2002
104% total gains in 2003-2008

Returns Graph Short

Short-Term Component * - Performance

Positive returns virtually every year since 1970 (except -5.2% in 1994).

Annualized returns of 7.6%, since 1970.

 

 

Returns Graph Extended

Extended-Term Component* - Performance

Annualized returns of over 19.7% per year, since 1970.

Investments doubled on average every 3 years and 10 months.

$100,000 in 1970 grows to $109,421,000 in 2008.

2000-2002 decline recovered by 12/2003
182% total gains in 2003-2008

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Past performance may not be indicative of future results. No current of prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by Quality Asset Management), or product made reference to directly or indirectly on this website, or indirectly via link to any unaffiliated third-party website, will be profitable or equal to corresponding indirect performance levels. Simulated data was used for periods prior to the inception of mutual funds - for more information see Performance Data Disclosure.

Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's or prospective client's investment portfolio. Note that services are limited to investment advice and do not include financial planning, legal advice or tax planning and/or other non-investment related consultation services. No client or prospective client should assume that any information presented and/or made available on this website serves as the receipt of, or substitute for, personalized individual advice from the advisor or any other investment professional. If you have any questions regarding the applicability of any specific issue discussed above to your individual situation, you are encouraged to consult with the professional advisor of your choosing. A copy of our current written disclosure statement discussing our advisory services and fees is available for review upon request.

Historic performance results for investment indexes and/or categories generally do not reflect the deduction of transactions and/or custodial charges or the deduction of any investment management fee, the incurrence which would have the effect of decreasing historical performance results.

The advisor makes no representations or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to the website or incorporated therein. Such information is provided solely for convenience, and all users should be guided accordingly.

Copyright © 2004-2009 Quality Asset Management, LLC. Any usage of this web site by investment advisors or other investment professionals is prohibited, unless written notice was given directly from Quality Asset Management, LLC. Any portfolio or strategy presented on this web site does not represent a recommendation.

Quality Asset Management, LLC, 40 Anderson Way, Menlo Park, CA 94025
 
Toll Free: (877) 277-3802 | Local: (650) 233-9215 | Fax: (650) 233-9235 | Email: info@qualityasset.com