Bernie Manard
Advisor at QVG, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
QVG, LLC
Location
Alma, AR 72921
Credentials
CFA®, Series 63, Series 65
Industry experience
27 years
About
Bernie Manard is a CFA® charterholder with 27 years of industry experience, currently serving as an advisor at QVG, LLC. His prior roles include positions at Longboat Key Distributors, Inc. and Ridgeway & Conger, Inc., as well as running Achieve Financial Independence for 25 years, where he provided group health insurance to small companies. QVG, LLC offers discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts, using a quantitative, rule-based investment process across equities, REITs, fixed income, and options strategies. The firm employs proprietary ranking systems and macroeconomic inputs to guide portfolio management and may adjust allocations to manage volatility.
Expertise
Based on QVG, LLC
Active portfolio management
Concentrated stock management
Real estate investing
Options & derivatives strategies
Fee options
$50,000 - $500,000: 2.00% of assets under management $500,000 - $3,000,000: 1.25% of assets under management $3,000,000+: 1.00% of assets under management
Account minimum: $50,000
Location
3319 Golf Course Dr.
Alma, AR 72921
Most active in
Bernie M has reported serving >5 clients in these states in the last 12 months.
Arkansas · Florida · Illinois · Texas
Work history
Longboat Key Distributors, Inc.
2016 - 2018 (2 years)
QVG, LLC
2014 - Present (12 years)
Ridgeway & Conger, Inc
2014 - 2016 (2 years)
Achieve Financial Independence
1994 - 2019 (25 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Brian S
Series 65
Alma, AR
QVG, LLC
David C
Series 63
Fort Smith, AR
October Wealth Advisors, Inc
Jon Erik G
Series 65
Fort Smith, AR
October Wealth Advisors, Inc
Sebastian J
Series 65
Fort Smith, AR
Digital Wealth Partners
Eric E
Series 66
Ft Smith, AR
Arvest Wealth management
Edgar P
Series 66
Ft Smith, AR
Arvest Wealth management
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