A complete list of active advisors currently associated with CJL Quantum Analytics
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The firm works primarily with small business owners seeking retirement-plan investment guidance and with individual bank investors, providing non-discretionary, customized advice on stocks, ETFs, and mutual funds. In addition to portfolio recommendations, the firm offers pay-as-you-go online products including bank-specific analytical research, lists of potentially undervalued bank stocks, educational webinars, and a periodic economic newsletter. Its investment approach emphasizes U.S. domestic companies with stable earnings that pay meaningful dividends (targeting roughly one-third to one-half of earnings) and adjusts buy/hold/sell guidance based on the economic business cycle. Recommendations also incorporate technical indicators such as relative strength index, Bollinger bands, volume, and price position, and are tailored to each client’s risk tolerance and time horizon with periodic (quarterly) reviews. Distinctive features include an affiliation with an accounting practice run by the firm’s principal and a suite of fee-based research and educational products sold directly to investors—services that are uncommon among comparable investment managers. The firm does not take custody or discretionary trading authority; clients retain control of execution, while the principal’s substantial ongoing work in accounting and tax services is disclosed as a potential source of conflict of interest.
To learn more about the advisors currently working at CJL Quantum Analytics, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fair Oaks, CA
| 9
|
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