We guide you
to the path
of prosperity
Proof Is In Our Perfomance
Performance of our most actively traded equity investment strategies since inception, as of December 31st. 2024
%
Aggressive Growth
%
Adaptive
%
Alpha Opportunity
%
Who We Are
AQS Management, LLC, also known as “AQS” or Advanced Quantitative Strategies Management, is a distinguished investment management firm. We at AQS firmly believe that the future of investing lies in a data-driven, disciplined, and mathematical approach that eliminates emotions and ambiguity, ultimately generating long-term value for stakeholders.
We cater to a broad client base, including individuals, businesses, trusts, foundations, other advisors, and family offices, offering unique growth strategies to enhance performance and mitigate risk.
Our Expertise
Guiding retirees, empowering women, and enhancing IRA growth
Guiding Retirees
Tailored for those retired or nearing retirement, our strategies focus on capital preservation and steady growth, ensuring a secure financial future.
Empowering Women
We address the unique financial challenges women face, providing targeted strategies for pivotal life transitions to ensure sustained success and independence.
Boosting Retirement Savings
We have uniquely designed investment strategies that can turbocharge your savings while taking calculated risks.
We provide growth solutions for busy professionals and
business owners, managing their retirement accounts for a
smooth and prosperous retirement
How Are We Different?
Experience the AQS difference: Data, Collaboration, and Inclusion
Exclusively Data-Driven Investments
Our focus is solely on investment strategies based on data and a mathematical approach.
Utilizing external top talent alongside our own
We draw on the expertise of our own top-tier managers and leading managers from outside our firm, setting us apart from those relying solely on in-house talent.
Accommodate Clients of All Sizes
By pooling resources, we enable clients of all sizes to access a diverse range of investment strategies.
Exclusively Data-Driven Investments
Our focus is solely on investment
strategies based on data and a
mathematical approach.
Utilizing external top talent alongside our own
We draw on the expertise of our own top-tier managers and leading managers from outside our firm, setting us apart from those relying solely on in-house talent.
Accommodate Clients of All Sizes
By pooling resources, we enable clients of all sizes to access a diverse range of investment strategies.
Why Clients Choose Us?
We’re Bridging the Gap: From Aspiration and Confusion to Personalized Success
Better Investments
If you’re not satisfied with your current investments or are aiming for higher returns through more calculated risks, we’re here to guide you.
Feeling Confused?
Are you overwhelmed by the plethora of tech-driven investment options out there? We help demystify the complexities.
Personalized Guidance
Tailored for foundations and individuals who are retired or nearing retirement.
Better Investments
If you’re not satisfied with your current investments or are aiming for higher returns through more calculated risks, we’re here to guide you.
Feeling Confused?
Are you overwhelmed by the plethora of tech-driven investment options out there? We help demystify the complexities.
Personalized Guidance
Tailored for foundations and individuals who are retired or nearing retirement.
Why choose AQS?
By selecting AQS, you’re empowering your financial future and retirement plans with advanced data science applications, driving your growth in unprecedented ways. You’re not just a bystander but also an active participant, gaining access to elite investment strategies usually reserved for the ultra-wealthy.
Data Science at
the Forefront
We are at the vanguard of the data science revolution, with a performance-oriented focus.
Institutional
Advantage
Gain access to investment strategies typically enjoyed by the ultra-wealthy and institutions, but with minimum investment requirements within your grasp.
Absolute
Transparency
Experience unmatched transparency, having access to your investments whenever and wherever you wish.
Data Science at
the Forefront
We are at the vanguard of the data science revolution, with a performance-oriented focus.
Institutional
Advantage
Gain access to investment strategies typically enjoyed by the ultra-wealthy and institutions, but with minimum investment requirements within your grasp.
Absolute
Transparency
Experience unmatched transparency, having access to your investments whenever and wherever you wish.
Our Client’s Stories
See What They’re Saying About Us
Our Personalized Process
From Vision to Action: How AQS Tailors Your Investment
Strategy for Optimal Results
STEP 01:
Personal Consultation
Understand your financial objectives, risk tolerance, and investment expectations as the foundation of our partnership.
STEP 02:
Crafting Your Plan
Leverage our team’s expertise to develop a personalized investment strategy, backed by robust data analysis and designed to meet your financial goals.
STEP 03:
Seamless Onboarding
Transition smoothly with our hassle-free setup process for your accounts, staying informed every step of the way
STEP 01:
Personal Consultation
Understand your financial objectives, risk tolerance, and investment expectations as the foundation of our partnership.
STEP 02:
Crafting Your Plan
Leverage our team’s expertise to develop a personalized investment strategy, backed by robust data analysis and designed to meet your financial goals.
STEP 03:
Seamless Onboarding
Transition smoothly with our hassle-free setup process for your accounts, staying informed every step of the way
Frequently Asked Questions
What is a Registered Investment Advisor (RIA)?
A Registered Investment Advisor (RIA) is a firm registered with the Securities and Exchange Commission or a state’s securities agency. These firms offer services such as providing investment advice, managing portfolios, and planning to meet clients’ financial goals. AQS Management, LLC is registered with the state of New York.
What distinguishes an RIA from a broker-dealer?
An RIA differs from a broker-dealer in that it has a fiduciary duty to always act in the best interest of its clients. Conversely, broker-dealers adhere to a suitability standard, which only requires them to ensure an investment is suitable for a client at the time of the investment.
AQS uses quantitative investment strategies. Can you explain what that means?
A quantitative investment strategy is a way of deciding what to invest in by using math, computers, and analyzing a large amount of data to find patterns or trends in the market. Instead of focusing on things like a company’s leadership or what’s happening in a specific industry, this strategy uses numbers and technology.
The goal is to make investment decisions based on clear, fixed rules that don’t change based on human feelings or opinions. It uses a lot of information, from big-picture economic data to detailed technical data, to help make these decisions.
How does your firm manage risk?
Risk management at AQS involves creating a customized mix of investment strategies based on each client’s specific goals, risk tolerance, time horizon, and financial situation. Each strategy incorporates advanced risk management tools, and we regularly monitor these strategies, providing multiple layers of risk management.
How do you determine the individual risk profile of a client?
Before managing an account, AQS engages in a comprehensive conversation with the client to understand their needs and circumstances. Based on this understanding, we recommend different strategies or blends to each client.
How does your firm ensure transparency in the handling of my assets?
All client assets reside in client accounts and are held in the clients’ names for full transparency. We are granted trading authority to implement strategies. Clients may access their accounts at any time to review holdings, and they can enter or exit the strategy at any time without a long-term commitment.
Where is my account held?
How can I access my accounts?
Clients can access their account information through a phone app. The client login allows them to view accounts, portfolios, positions in each portfolio, statements, and tax documents in one place.
What is the minimum investment requirement for your services?
Our minimum investment varies based on the type of strategy. Typically, for most strategies, the minimum investment requirement is $200,000. However, at the client level, the minimum is set at $500,000. These minimums are necessary to cover operational costs, but they are still quite competitive compared to firms offering similar growth strategies.
While we advocate accommodating clients of all sized, we maintain specific minimums also to ensure our dedicated focus on a select number of clients, allowing us to provide exceptional service without spreading ourselves too thin.
Let’s Do This!
Kick-Start Your Journey Today and
Experience How We Can Help You
Uncover the Possibilities