Quahog Investments LLC

Quahog Investments works primarily with individual, middle‑class clients and offers both discretionary and non‑discretionary portfolio management billed as a percentage of assets under management. The firm’s services include traditional equity and fixed‑income portfolio construction, hedging strategies, and advisory on investment real estate.

The firm customizes asset allocations after assessing each client’s risk tolerance and time horizon, emphasizing low‑cost, buy‑and‑hold portfolios while diversifying across industries and maturities. It also employs limited derivative techniques (covered option strategies sold only against owned positions) and may recommend private equity or REIT investments when suitable and understood by the client.

Quahog Investments is a fee‑only, solo advisory practice with a very small client base and modest assets under management and reports no affiliations with broker‑dealers or product sponsors. The firm’s principal brings a technical background—doctoral training in physics, a master’s in finance, prior naval service, and ongoing part‑time academic and reserve roles—which the brochure notes underpins an analytical approach; the firm also monitors employee trading and enforces a waiting period before advisors may trade in the same securities as clients.