QVG, LLC

QVG, LLC provides ongoing discretionary investment supervisory services to individuals (including high-net-worth clients), pension and profit-sharing plans, corporations, and trusts, advising across equities, REITs, fixed income and options-based strategies. The firm offers portfolio management through a set of defined strategies—including core equity dividend, income, REIT, multi-asset and special situations approaches—available to clients who may elect participation or impose reasonable restrictions.

The firm’s investment process is quantitative and rule‑based, using automated screening and proprietary ranking that incorporates earnings growth, dividend yields, price‑to‑earnings and balance‑sheet factors alongside macro inputs such as economic activity, interest rate trends and Federal Reserve policy. QVG generally applies the same impersonal methodology across accounts (with a tailored special situations strategy available), aggregates trades for execution, and may shift equity allocations to cash or fixed income during periods of elevated volatility.

QVG’s ADV discloses regulatory matters, including a December 2019 consent order with the Arkansas Securities Commissioner resolving unregistered advisory activity and an $8,000 settlement, and notes that it is deemed to have custody when authorized to deduct advisory fees—matters that are relatively uncommon among supported firms. The firm also employs derivatives in separately managed strategies (including options and structured fixed‑income instruments such as CMOs/CDOs) and runs concentrated high‑yield and options-aware strategies, a combination of practices that fewer peers in its category report.