QAM offers comprehensive services related to your investments, by having established alliances with selected companies that complement the excellent service QAM offers. There is no compensation for referrals, and no conflicts of interests in these relationships. Selected alliances include:
Dimensional Fund Advisors (DFA): the fund company that provides the building blocks to implement QAM’s strategies in the most accurate way, with low cost and high diversification.
Schwab: the broker and custodian that QAM found to offer the right combination of stability, low pricing and online services that go along with QAM’s goal of minimizing costs and maximizing services.
Interactive Brokers: a secondary broker and custodian that QAM found to offer competitive margin rates.