BQ Asset Management

BQ Asset Management provides discretionary portfolio management and investment advisory services to individuals, high‑net‑worth clients, and trusts, delivering tailored advice based on each client’s goals, time horizon, and risk tolerance under a written investment advisory agreement and limited power of attorney. The firm is newly formed and, as of the brochure date, reports no assets under management.

The firm’s investment process draws on multiple methods of analysis — including charting, fundamental, technical, cyclical, and economic reviews — and may employ long‑ and short‑term purchases as well as strategic asset allocation to pursue client objectives. Fees include customary asset‑based management charges and, for Qualified Clients, the firm may also assess performance‑based fees (up to 20% of net capital appreciation) subject to a high‑water mark.

Distinctive features include a single principal who serves as the firm’s sole owner, Chief Compliance Officer and investment adviser representative, negotiable fee arrangements despite being a new state‑registered adviser, and an explicit policy limiting custody to authorized fee deductions rather than custodial control. The firm documents trade aggregation and periodic allocation reviews and does not provide proxy‑voting services, noting these operational choices as part of its governance and conflict‑management framework.