qplum is an asset management firm based in Jersey City, NJ. It has 2 product lines:
- Wealth: Comprehensive wealth management solutions for individuals and families with custom portfolios, tax loss harvesting, rebalancing and tactical asset allocation strategies implemented via a universe of 200+ ETFs.
- Alpha & Solutions: Systematic, multi-asset strategies via ETFs and futures that target consistent long term risk-adjusted returns with drawdown control mechanisms. Ability to create custom strategies and deliver via model delivery or a full execute as a white-labeled service.
qplum is registered as RIA with SEC and as CTA with NFA.
All investments carry risk. This material is for informational purposes and should not be considered specific investment advice or recommendation to any person or organization. Past performance is not indicative of future performance. Please visit our website for full disclaimer and terms of use.
All investments carry risk. Information here has been provided to you solely for educational purposes and does not constitute an offer or solicitation of an offer or any advice or recommendation to purchase any securities or other financial instruments and may not be construed as such. The factual information set forth herein has been obtained or derived from sources believed to be reliable but it is not necessarily all-inclusive and is not guaranteed as to its accuracy and is not to be regarded as a representation or warranty, express or implied, as to the information, accuracy or completeness, nor should the attached information serve as the basis of any investment decision. Past performance is not indicative of future performance.
PER CFTC RULE 4.7, ANY FUTURES OR DERIVATIVES RELATED PRODUCTS DISCUSSED ARE FOR FOR QEP (QUALIFIED ELIGIBLE PERSONS) ONLY. Important information relating to qplum and its registration with the Securities and Exchange Commission (SEC), and the National Futures Association (NFA) is available here and here.
Please visit our website for full disclaimer and terms of use.
This material is intended only for institutional investors, investment professionals, market counterparts or intermediate customers and is accessible upon request, solely for your information and may not be reproduced or otherwise disseminated in whole or in part without prior written consent.
IMPORTANT RISK INFORMATION
Investing involves risk, and you could lose money on an investment in a qplum account or Fund. Investing in commodities entails significant risk and is not appropriate for all investors.
Commodities Trading Advisor (CTA) managed account and hedge fund investing is speculative and involves substantial investment, liquidity and other risks and performance results can be volatile. Important information relating to qplum and its registration with the Securities and Exchange Commission (“SEC”), and the National Futures Association is available here and here. qplum is not an investment company registered under the Investment Company Act of 1940 (the “1940 Act”). As a result, investors do not have the protections associated with ownership of shares in an investment company registered under the 1940 Act.
Your qplum account may be subject to regulation under the Commodity Exchange Act of 1936 (the “CEA”). US regulation of swap agreements is rapidly changing and is subject to further regulatory developments which could be adverse to qplum or any Fund. qplum’s swap agreements will be subject to counterparty risk and liquidity risk. Currency exchange rates between the US dollar and non-US currencies may fluctuate significantly over short periods of time and may cause the value of investments to decline.
Performance may deviate from changes in the levels of any benchmark Index (i.e., create “tracking error” between an account or Fund and the Index) for a number of reasons, such as the fees and expenses associated with an account or Fund, which are not accounted for by the Index. ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs' net asset value. Frequent trading could significantly increase commissions and other costs such that they may offset any savings from low fees or costs. Diversification does not ensure a profit or guarantee against loss. Futures commission merchant and brokerage commissions and ETF expenses will reduce returns.
Past performance is not a guarantee of future results.
Past performance of issuers, financial instruments and markets may not be indicative of future results, and there is no guarantee that targeted performance will be achieved.
Performance within does not reflect charges and expenses associated with any account, fund or commissions, costs or fees associated with buying and selling commodities or securities including exchange traded funds. This website shows information for indices. An index is unmanaged, is not subject to fees, and is not available for direct investment.
This material contains certain forward-looking statements that involve risks and uncertainties, including, in particular, those regarding the ability of an account or Fund to achieve expected performance targets from its investments and to continue to meet its future operating obligations. Other factors that could cause or contribute to such risks and uncertainties include, but are not limited to, a Fund's ability to meet its targeted level of overhead expenditure, changes in general economic and business conditions, unanticipated effects of competition, changes in technology and methods of marketing, and various other factors beyond the control of the Fund, the GP and the Investment Manager. In addition, any forward-looking statements represent our estimates only as of today and should not be relied upon as representing our estimates as of any subsequent date. While we may elect to update forward-looking statements at some point in the future, we specifically disclaim any obligation to do so, even if our estimates change.
This material may contain hypothetical performance results. Hypothetical performance results have many inherent limitations, some of which are described below. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. In fact, there are frequently sharp differences between hypothetical performance results and the actual results subsequently achieved by any particular trading program.
One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk in actual trading. For example, the ability to withstand losses or adhere to a particular trading program in spite of trading losses are material points which can also adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific trading program which cannot be fully accounted for in the preparation of hypothetical performance results and all of which can adversely affect actual trading results.
Not FDIC Insured — No Bank Guarantee — May Lose Value.