AD Quatenus Management Group LLC

The firm provides advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. It describes itself as a fee‑only, holistic financial and life‑planning adviser offering investment planning, direct security analysis, manager selection, retirement planning, debt/credit planning and risk management.

AQMG tailors recommendations to each client and documents objectives in an Investment Policy Statement, using asset‑allocation frameworks and manager selection alongside fundamental analysis. Its stated implementation toolset includes a broad range of strategies—from long‑ and short‑term positions to short sales, margin and option strategies—and the firm discloses trade aggregation and use of sell‑side research (soft dollars).

Compared with many investment managers that primarily oversee pooled or institutional assets, the firm is small (one principal) and reports no assets under management while emphasizing a fee‑only, negotiable approach and quarterly billing that is not deducted from custodial accounts. The brochure also notes the firm does not custody client assets, does not vote proxies, and allows inclusion of personal trades in aggregated blocks—operational features that may be material to prospective institutional or institutional‑style clients evaluating service models that can include non‑AUM billing arrangements (for example, project‑or hourly‑based planning) in some advisory practices.