IQVestment, LLC

Kyle Healy is a financial advisor with IQVestment, LLC, holding a Series 65 designation and based in Charlotte, NC. He has been with IQVestment since 2021 and previously served in the US Army from 2016 to 2020. He occasionally provides support services to FusionIQ LLC, a fintech firm offering back and middle office services to financial companies. IQVestment provides discretionary investment management and advisory services through a web-based platform to independent advisors, banks, credit unions, and individual investors. The firm uses model portfolios and a risk-tolerance questionnaire to allocate clients, managing portfolios on a discretionary basis with quarterly reviews and rebalancing.

Susan Burke is a financial advisor at IQVestment, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at LPL Financial for 17 years. She also provides occasional support services to FusionIQ, a FinTech firm serving financial companies. IQVestment offers discretionary investment management and advisory services through a web-based platform to independent advisors, banks, credit unions, and individual investors, utilizing model portfolios and a risk-tolerance questionnaire to guide portfolio allocation.

Ethan Brown is a Series 65-licensed financial advisor with IQVestment, LLC, where he has worked since 2019. Prior to joining IQVestment, he spent seven years at Copeland Capital Management. He also provides occasional support services to FusionIQ LLC, a FinTech firm serving financial companies. IQVestment offers discretionary investment management and advisory services through a web-based platform to independent advisors, banks, credit unions, and individual investors. The firm uses model portfolios and risk-tolerance questionnaires to allocate clients and manages portfolios on a discretionary basis with regular reviews and rebalancing.