Q4 Strategic Equity Advisors Inc.

The firm provides ongoing, non‑discretionary portfolio management and advises clients on third‑party investment‑manager programs. It serves primarily individual investors — including both higher‑net‑worth and other individuals — and also accepts corporations, pension and profit‑sharing plans, charitable organizations, estates, and trusts; the firm generally applies a $250,000 account minimum but may waive it.

All investment decisions require client approval, and the firm’s role is limited to recommending, assisting with selection of, and monitoring third‑party managers (including platforms such as AssetMark) rather than exercising trading discretion. Investment analysis relies principally on fundamental methods and third‑party data, and although the firm does not implement options or other derivatives directly, some recommended managers may employ such strategies and the firm provides supplemental risk disclosures.

Noteworthy aspects include the firm’s small scale and predominantly non‑discretionary asset base — roughly $2.35 million across eleven client accounts — and disclosed affiliations with real estate brokerage and insurance activities, from which the adviser may receive commissions. The firm also discloses that it may receive a portion of advisory fees in certain third‑party programs, a potential conflict that is disclosed and for which clients retain freedom to choose other providers.