QCI Partners LLC

QCI Partners provides discretionary portfolio management to individuals, high‑net‑worth clients, families, trusts and certain qualified employee benefit plans, and also offers non‑discretionary retirement plan consulting services. The firm advises taxable, IRA, Roth, SEP and cash balance accounts and performs ongoing portfolio monitoring and participant education for plan clients.

QCI describes its investment approach as value‑oriented with a primary emphasis on portfolio risk management, combining top‑down macro views and bottom‑up security selection to identify catalyst‑driven, special‑situation opportunities across equities, credit, foreign exchange and derivatives. Portfolios are managed on a fully discretionary basis using a client financial profile to set objectives and restrictions, and the firm emphasizes dynamic capital allocation informed by proprietary risk and valuation processes.

Compared with many peers, QCI makes explicit use of leverage and derivative strategies within separately managed accounts and offers performance‑based fee arrangements to qualified clients, disclosures the firm links to potential side‑by‑side conflicts. The firm also requires clients to custody assets with its preferred broker‑dealers (for example, Interactive Brokers and TD Ameritrade) and authorizes direct fee debiting, steps the firm describes as part of its trading and operational practices.